How can schemes diversify into alternatives within the charge cap?

Stephanie Baxter
clock •

Alternative investments can be a good fit for DC but the 0.75% charge cap makes it difficult for schemes to diversify into them. Stephanie Baxter looks at what trustees can do.

At a glance Alternatives such as property and infrastructure provide stable returns and protect against inflation The charge cap makes it difficult to have invest in alternatives in the...

To continue reading this article...

Join Professional Pensions

Become a Professional Pensions Lite Member today

  • Three complimentary articles per month covering the latest real-time news, analysis and opinion from the industry
  • Receive important and breaking news stories via our two daily news alerts
  • Hear from industry experts and other forward-thinking leaders

Join now

 

Already a Professional Pensions
member?

Login

Stephanie Baxter
Author spotlight

Stephanie Baxter

View profile
More from Stephanie Baxter

Key risks to watch out for in impact real estate

DB funding - August 2022: Surplus improves by £60bn

More on Defined Contribution

Partner Insight: Building a reliable income for life in decumulation for DC members
Defined Contribution

Partner Insight: Building a reliable income for life in decumulation for DC members

Philip Smith, DC Director of TPT Retirement Solutions
clock 04 March 2025 • 5 min read
Gender pensions gap to 'keep rising', Broadstone says
Defined Contribution

Gender pensions gap to 'keep rising', Broadstone says

More women are ‘contributing less’ to DC pots, with men having pots double the size

Jasmine Urquhart
Jasmine Urquhart
clock 11 February 2025 • 2 min read
Partner Insight: European ABS - A compelling tool for DC default strategies
Defined Contribution

Partner Insight: European ABS - A compelling tool for DC default strategies

Asset-backed securities are often a misunderstood asset class, despite having many compelling characteristics including a potential return premium and a defensive capital structure. These, in our view, make them well-suited as a tool for inclusion in...

M&G Investments
clock 12 December 2024 • 3 min read
Trustpilot