Publication

Master Trust Insights 2019

Master Trust Default Fund Performance Review

17 Dec 2019

The third edition of our analysis is now available for download. The review takes into account three distinct phases: growth; consolidation; and pre-retirement, and the investment approaches of a retirement savings journey. 

As we approach the end of a remarkable year for Master Trusts; with the authorisation process, the regulatory requirements on responsible investment and the Statement of Investment Principles becoming tighter, we wanted to again compare the investment performance across the biggest providers' default funds.

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