About Pendragon and what we do
About the people at Pendragon
About our electronic information service
Pensions Surveys
How to contact us
Pendragon home page

Your one point of access to surveys, research and reports for the Pensions Professional

Searching for: researcher is "russell mellon caps"

Surveys listed in reverse order of publication date

Results 1-15 of 18. Go to page: 1  2  
Jump to : Jan 2006  Dec 2005  Nov 2005  Sep 2005  Mar 2004  Feb 2004  Jan 2004  Nov 2003  Oct 2003  Jul 2003  Apr 2003  Mar 2003  Jan 2003  Oct 2002

Pooled Pension Fund Update – Q4 2005
Double-digit pooled fund returns for third year running
Russell Mellon CAPS
24 Jan 2006 WORLDWIDE, United Kingdom Investment - Performance, Investment - General
Balanced pooled funds achieved a median return of 5.3% in Q4 2005, leading to a double-digit performance for the third consecutive year. Over 2005, the average return for Balanced funds was 21.6%. This followed on from returns of 10.2% in 2004 and 18.0% in 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 >> Jan 2006 or click here (this link will not work in all circumstances). For further information about Perspective click here.

AB3179DD   Click here to contact the authors.
 
UK pension funds achieve positive returns for third successive year
UK pension funds achieve positive returns for third successive year
Russell Mellon CAPS
3 Jan 2006 United Kingdom Investment - Venture Capital & Private Equity, Investment - Property, Investment - Performance, Investment - General

Mellon Analytical Solutions (MAS) estimates the overall UK pension fund performance for the year ending 31 December 2005 at 18.2%, representing a third consecutive year of double-digit positive performance.

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 2006 or click here (this link will not work in all circumstances). For further information about Perspective click here.

E8315647   Click here to contact the authors.
 
CAPS Pooled Pension Fund Update November 2005
CAPS Pooled Pension Fund Update November 2005
Russell Mellon CAPS
22 Dec 2005 United Kingdom Investment - General, Administration
According to Russell Mellon's latest CAPS Pooled Pension Fund Update, balanced pooled funds achieved a median return of 4.2% in November 2005. Over one, three and five years to 30 November 2005, balanced pooled funds returned 20.2%, 13.3% and 2.4% per annum respectively. Over 10 years to 30 November 2005 these funds returned 7.0% per annum.

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 2005 or click here (this link will not work in all circumstances). For further information about Perspective click here.

DC315462   Click here to contact the authors.
 
CAPS Pooled Pension Fund Update October 2005
CAPS Pooled Pension Fund Update October 2005
Russell Mellon CAPS
21 Nov 2005 United Kingdom Investment - Performance
Balanced pooled funds achieved a median return of -2.7% in October 2005 according to the October Update of the Pooled Pension Fund Database, a Mellon Analytical Solutions (MAS) service. The database covers the largest and most representative sample available to UK pension funds' trustees. It currently covers 77 separate asset managers who manage over £384 billion in pooled funds, both balanced and specialist.

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 >> Nov 2005 or click here (this link will not work in all circumstances). For further information about Perspective click here.

913126D3   Click here to contact the authors.
 
CAPS Pooled Pension Fund Update August 2005
CAPS Pooled Pension Fund Update August 2005
Russell Mellon CAPS
21 Sep 2005 WORLDWIDE Investment - Performance, Investment - General, Accounting
According to Russell/Mellon's CAPS Pooled Pension Fund Update, balanced pooled funds achieved a median return of 0.3% in August 2005. Over one, three and five years to 31 August 2005, balanced pooled funds achieved annual returns of 21.1%, 10.8% p.a. and –0.2% respectively. Over 10 years to 31 August 2005 they achieved annual returns of 6.8%. North American and Emerging Market Equities provided the best equity and overall performances with an index return of 8.4% for both sectors. Active UK Equity managers returned 1.3%, net of fees, for the month.

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 >> Sep 2005 or click here (this link will not work in all circumstances). For further information about Perspective click here.

8E30557D   Click here to contact the authors.
 
UK Pension Fund Analysis 2003
Investment returns for UK pension funds
Russell Mellon CAPS
Mar 2004 United Kingdom Investment - Performance
According to this research, the weighted average return for UK pension funds in 2003 was 16.0%, confirming the expectations of early estimates. Despite the strong performance this year, the poor performance of the previous three years means that over the longer term pension funds only start to get back into positive territory when looking at five years and above. Over three years the weighted average return was -2.7% p.a., while over five years pension funds returned 1.8% p.a.

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 >> Mar 2004 or click here (this link will not work in all circumstances). For further information about Perspective click here.

FC2112BC   Click here to contact the authors.
 
Majority of Canadian Pension Funds Experience Positive Returns for 2003
Investment performance of US Trust Plans
Russell Mellon CAPS
Feb 2004 Canada Investment - Performance
The median return of the Canadian Trust Universe posted an annual return of 14.4% for 2003. After suffering through poor equity markets since 2000, last year marked the first period that returns were positive for a majority of plan sponsors.

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 >> Feb 2004 or click here (this link will not work in all circumstances). For further information about Perspective click here.

DC2049F6   Click here to contact the authors.
 
US Trust Plans Show Strong Performance in 2003
Investment performance of US Trust Plans
Russell Mellon CAPS
Feb 2004 United States Investment - Performance
The median return for the 498 corporate, foundation/endowment, public and Taft-Hartley funds making up the researcher's universe posted a positive performance result of 22.61% for 2003. The universe represents a market value of $1.4 trillion with an average plan size of $2.7 billion.

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 >> Feb 2004 or click here (this link will not work in all circumstances). For further information about Perspective click here.

4A204866   Click here to contact the authors.
 
UK pension funds see best returns since 1999
Pension Fund investment performance
Russell Mellon CAPS
Jan 2004 United Kingdom Investment - Performance
According to this research, Pooled Balanced funds have recorded their first positive calendar year performance since 1999, with a median return for 2003 of 18.1%. The researcher says 2003s performance has helped pooled funds claw back a significant proportion of the money lost since the start of the millennium. Based on net median performance, a fund worth 100m at the end of 1999 would have lost around 30m by the end of 2002. By the end of 2003 it would have regained nearly half that amount.

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 2004 or click here (this link will not work in all circumstances). For further information about Perspective click here.

BE1959C0   Click here to contact the authors.
 
Positive Third Quarter Returns Continue for US Trust Plans
Investment performance of US Trust Plans
Russell Mellon CAPS
Nov 2003 United States Investment - Performance
The median return for the 534 corporate, foundation/endowment, public and Taft-Hartley funds which make up this universe posted a positive performance return of 3.22% for the third quarter of 2003. This positive news follows the outstanding performance of 11.2% for the second quarter of 2003. The universe represents a market value of $1.4 trillion with an average plan size of $2.6 billion.

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 >> Nov 2003 or click here (this link will not work in all circumstances). For further information about Perspective click here.

28181014   Click here to contact the authors.
 
Pooled Pension Fund Update - Q3 2003
Pooled Pension Fund performance
Russell Mellon CAPS
Oct 2003 United Kingdom Investment - Performance
This research reveals that, with a median return of 3.9%, pooled Balanced funds have posted positive performance for the second consecutive quarter. This brings the median performance of pooled Balanced funds to 14.6% for the last 12 months, a leap back into positive territory. Before this quarter, the last time these funds achieved a positive one year return was in the 12 months to 31 January 2001.

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 2003 or click here (this link will not work in all circumstances). For further information about Perspective click here.

C3175330   Click here to contact the authors.
 
Pooled Pension Fund Update - Q2 2003
Investment returns of Pooled Balanced funds
Russell Mellon CAPS
Jul 2003 United Kingdom Investment - Performance
Pooled Balanced funds achieved a median return of 11.2% in quarter two. This was the strongest performance seen since the final quarter of 1999. Previous poor performance, however, meant that these funds still produced a negative return of 6.7% over the 12 months to 30 June 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 >> Jul 2003 or click here (this link will not work in all circumstances). For further information about Perspective click here.

A21540AE   Click here to contact the authors.
 
Pooled Pension Fund Update Q1 2003
Investment performance and asset allocation of pooled balanced funds
Russell Mellon CAPS
Apr 2003 United Kingdom Investment - Performance
The first quarter of 2003 saw pooled Balanced funds back in negative territory following the positive returns achieved in the final quarter of 2002. The median return for these funds in quarter one was 4.4%, while over the 12 months to 31 March 2003 the Balanced fund median was 23.7%. The poor overall performance was due to negative returns in the major equity markets.

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.

4C1228A2   Click here to contact the authors.
 
US Equity Indexes: 1st Quarter 2003 Report
Performance of the Russell 3000 Index
Russell Mellon CAPS
Apr 2003 United States Investment - Performance
The broad-market Russell 3000 Index finished the first quarter about where it started with a seemingly uneventful 3% loss. But investor uncertainty of world and economic events throughout the quarter led to a 2.4% gain in early January, followed by a 13.4% mid-quarter loss and a 9% surge in late March.

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.

A21205D6   Click here to contact the authors.
 
UK Pension Fund Analysis 2002
Investment returns for UK pension funds
Russell Mellon CAPS
Mar 2003 United Kingdom Investment - Performance
The weighted average return for UK pension funds in 2002 was 12.9%, confirming the poor expectations of early estimates. This third consecutive year of negative returns means that pension funds have now failed to produce a positive real rate of return over the last three and five year periods. Measured over 10 years, however, real returns are positive, at 3.2% p.a. relative to earnings and 4.8% pa relative to retail prices.

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 >> Mar 2003 or click here (this link will not work in all circumstances). For further information about Perspective click here.

6510564B   Click here to contact the authors.
 

Results 1-15 of 18. Go to page: 1  2  
Jump to : Jan 2006  Dec 2005  Nov 2005  Sep 2005  Mar 2004  Feb 2004  Jan 2004  Nov 2003  Oct 2003  Jul 2003  Apr 2003  Mar 2003  Jan 2003  Oct 2002