FMs post wide variation in growth portfolio performance over 2022

All fiduciary managers bar one posted growth portfolio losses last year

Jonathan Stapleton
clock • 2 min read
André Kerr: There is no ’silver bullet’ to guarantee investment performance
Image:

André Kerr: There is no ’silver bullet’ to guarantee investment performance

There was a wide variation in fiduciary manager growth portfolio performance throughout 2022 – with a 13 percentage point difference between the highest and lowest returning firms.

XPS Pensions Group's Fiduciary Manager (FM) Review 2023 - which gathered data on the performance of 18 growth portfolios managed by 15 FMs over 2022 - found that, while all fiduciary managers bar o...

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 Investment

Unnamed scheme becomes first in UK to allocate to Bitcoin

Unnamed scheme becomes first in UK to allocate to Bitcoin

Cartwright advised an unnamed scheme on a 3% Bitcoin allocation in October

Jasmine Urquhart
clock 04 November 2024 • 2 min read
L&G expands scope of master trust board's TCFD reporting requirements

L&G expands scope of master trust board's TCFD reporting requirements

L&G and the trustees of the L&G Master Trust have published a sustainability report

Holly Roach
clock 04 November 2024 • 2 min read
Partner Insight: Beyond corporate lending - Specialty finance as the next frontier of private credit

Partner Insight: Beyond corporate lending - Specialty finance as the next frontier of private credit

Join portfolio manager Kris Kraus as he walks through the rapidly growing specialty finance market and the compelling investment opportunities it offers within private credit.

Kristofer Kraus, Portfolio Manager, PIMCO
clock 04 November 2024 • 4 min read
Trustpilot