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Reports: Master Trust Default Fund Performance Review

This Hymans Robertson report assesses the impact of Master Trust default fund performance on member outcomes.

Reports: Master Trust Default Fund Performance Review 1

This year’s report provides a forward-looking assessment by examining how recent market events and fund performance have impacted the future retirement incomes of different members. In simple terms, and from the perspective of the majority of Master Trust members, who invest in the default fund, it answers the question: “What does this mean for me?”.

The report considers:

  • the impact of Covid-19;
  • the stages of DC investing;
  • the growth phase;
  • the consolidation phase;
  • and the pre-retirement phase.

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