UK with-profits funds: investment performance and strategy 2020

Published by Scott Eason, Amit Lad on

Now in its seventh year, out with-profits investment performance and strategy report is now available. The report is widely regarded across the insurance sector, providing analysis and insight into the investment strategies of UK with-profits funds. More firms and funds than ever before have chosen to participate, and our analysis covers over £226bn of assets spread over 65 funds from 27 insurers.

To download your copy of the report, please fill in 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 do not have a login, then we need to create an account for you. As part of the setup process, we need to send you your username via text message. To help us do this, please email your mobile number to withprofitsinvestmentsurvey@barnett-waddingham.co.uk.

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 withprofitsinvestmentsurvey@barnett-waddingham.co.uk.


UK with-profits funds 2020: Download

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