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Searching for: researcher is "hsbc actuaries & consultants"

Surveys listed in reverse order of publication date

Results 1-8 of 8.

Performance of pooled pension funds
Average balanced, pooled pension fund performance
HSBC Actuaries & Consultants
Apr 2004 United Kingdom Investment - Performance
This research shows that for the first two months of 2004, the trend of the previous three quarters has continued, with the major equity markets outperforming bonds and cash. UK equities has been the best performing major market for the year to date, up 2%, while the UK small and mid cap sub sectors, which primarily contain economically sensitive stocks, have returned 9.1% and 8.3% respectively.

More details are generally available exclusively to subscribers of Perspective, the electronic pensions legal & regulatory information and news service. To read the summary, subscribers should launch Perspective and navigate via the Table of Documents to PensionSurveys >> Apr 2004 or click here (this link will not work in all circumstances). For further information about Perspective click here.

662194D8   Click here to contact the authors.
 
Balanced pooled pension fund returns to end October
Balanced pooled pension fund returns
HSBC Actuaries & Consultants
Dec 2003 United Kingdom Investment - Performance
These results show that balanced pooled pension funds achieved an average return of 14.1% for the 10 months to the end of October 2003.

More details are generally available exclusively to subscribers of Perspective, the electronic pensions legal & regulatory information and news service. To read the summary, subscribers should launch Perspective and navigate via the Table of Documents to PensionSurveys >> Dec 2003 or click here (this link will not work in all circumstances). For further information about Perspective click here.

EC19114C   Click here to contact the authors.
 
Pension Funds' Returns continue upward trend
"IMAGE" survey H1 2003
HSBC Actuaries & Consultants
Jul 2003 United Kingdom Investment - Performance
The researcher's latest IMAGE survey shows continued growth in performance of balanced pooled pension funds in the first half of 2003. The median since the start of the year has increased by nearly 7% with the last three months having seen the majority of the growth with a quarterly median return of 11.4%.

More details are generally available exclusively to subscribers of Perspective, the electronic pensions legal & regulatory information and news service. To read the summary, subscribers should launch Perspective and navigate via the Table of Documents to PensionSurveys >> Jul 2003 or click here (this link will not work in all circumstances). For further information about Perspective click here.

8714995D   Click here to contact the authors.
 
Pension Funds up by 10% for the first time in over three years
Performance statistics for discretionary balanced pooled pension funds and consensus funds
HSBC Actuaries & Consultants
Jun 2003 United Kingdom Investment - Performance
According to this survey, balanced pooled pension funds increased in value by over 10% in the three months to 30 May, the first such increase since December 1999, and they were up 6.1% for the first five months of 2003.

More details are generally available exclusively to subscribers of Perspective, the electronic pensions legal & regulatory information and news service. To read the summary, subscribers should launch Perspective and navigate via the Table of Documents to PensionSurveys >> Jun 2003 or click here (this link will not work in all circumstances). For further information about Perspective click here.

F8142160   Click here to contact the authors.
 
No respite for Pension Schemes
Pooled fund figures for the first quarter of 2003
HSBC Actuaries & Consultants
Apr 2003 United Kingdom Investment - Performance
This survey provides performance statistics using capital growth and contribution payments on a monthly basis for 38 discretionary balanced pooled pension funds and five consensus funds. Continuing the pattern of the last three years, the average balanced pooled manager achieved a return of –4.3% for the three months to March 2003. The best performing manager, with a return of –2.1% was Royal Life, while bottom place went to Glasgow Investment Managers with a return of –8.3%. Glasgow also secured last place over the one and three year periods.

More details are generally available exclusively to subscribers of Perspective, the electronic pensions legal & regulatory information and news service. To read the summary, subscribers should launch Perspective and navigate via the Table of Documents to PensionSurveys >> Apr 2003 or click here (this link will not work in all circumstances). For further information about Perspective click here.

2E121118   Click here to contact the authors.
 
IMAGE Survey 2002
Asset Managers' Pooled Investment Performance over 1, 3 and 5 years
HSBC Actuaries & Consultants
Jan 2003 United Kingdom Investment - Performance

This annual update survey reveals a slump in the value of pension funds by nearly 20% in 2002. This negative performance is evidenced against the backdrop of falling equity returns.

More details are generally available exclusively to subscribers of Perspective, the electronic pensions legal & regulatory information and news service. To read the summary, subscribers should launch Perspective and navigate via the Table of Documents to PensionSurveys >> Jan 2003 or click here (this link will not work in all circumstances). For further information about Perspective click here.

E709021E   Click here to contact the authors.
 
IMAGE Survey to November
Median return for balanced pooled pension funds
HSBC Actuaries & Consultants
Dec 2002 United Kingdom Investment - General, Investment - Performance
This latest survey shows the median return for balanced pooled pension funds was -14.7% for the 11 months ended November this year. This suggests that for 2002 as a whole the value of balanced funds will decline significantly, making it the third year running that the worth of pension funds has fallen.

More details are generally available exclusively to subscribers of Perspective, the electronic pensions legal & regulatory information and news service. To read the summary, subscribers should launch Perspective and navigate via the Table of Documents to PensionSurveys >> Dec 2002 or click here (this link will not work in all circumstances). For further information about Perspective click here.

5E0821F9   Click here to contact the authors.
 
HSBC’s Image Survey 3rd Quarter 2002
Managers' Pooled Investment Performance over 1, 3 and 5 years
HSBC Actuaries & Consultants
Oct 2002 United Kingdom Investment - Performance

HSBC’S image survey provides performance statistics using capital growth and contribution payments on a monthly basis for forty discretionary balanced pooled pension funds and five consensus funds. The results for the three months to the end of September shows the worst negative median return, of -15.6% for balanced pooled pension funds, since the fourth quarter of 1987

More details are generally available exclusively to subscribers of Perspective, the electronic pensions legal & regulatory information and news service. To read the summary, subscribers should launch Perspective and navigate via the Table of Documents to PensionSurveys >> Oct 2002 or click here (this link will not work in all circumstances). For further information about Perspective click here.

CE063213   Click here to contact the authors.
 

Results 1-8 of 8.