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

More on Defined Contribution

Partner Insight: Are private market investments a risky business for DC pension savers?

Partner Insight: Are private market investments a risky business for DC pension savers?

A 2024 survey carried out by Legal & General shows that DC contributors have a generally very positive attitude to private markets investing.

Rita Butler-Jones, Head of DC, Legal &General
clock 07 November 2024 • 7 min read
Partner Insight: Not all 'alts' are created equal

Partner Insight: Not all 'alts' are created equal

Many DC providers now offer alternative investments, promising diversification away from traditional markets. Can they all deliver?

Chris Parker, Man Group
clock 05 November 2024 • 6 min read
Partner Insight: Are you up to speed on LTAFs?

Partner Insight: Are you up to speed on LTAFs?

How the Long-Term Asset Fund (LTAF) is reshaping private market investments for DC pension schemes

Hardeep Tawakley
clock 29 October 2024 • 2 min read
Trustpilot