Now in its seventh year, our with-profits investment performance and strategy report is available to download.
Box plot of distribution of 1-year net returns by size of fund.
In terms of strategic allocation changes, funds have generally changed little, although we have seen a shift from government bonds towards corporate bonds, which may be an indication of funds trying to search for yield within fixed interest assets.
Box plot of distribution of asset allocation by asset class.
To download your copy of the report, please complete the form below.
As a contributor, we are giving you secure online access to an interactive dashboard, which lets you simply undertake your own benchmarking investigations across a variety of periods.
If you already have a login to our secure BWebstream platform, then you can already access the results by clicking this link.
If you would like additional colleagues to have secure access to this dashboard, then please let us know their email addresses and phone numbers by emailing firstname.lastname@example.org.