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Searching for: researcher is "russell mellon"

Surveys listed in reverse order of publication date

Results 1-10 of 10.

CAPS Pooled Pension Fund Update May 2005
CAPS Pooled Pension Fund Update May 2005
Russell Mellon
21 Jun 2005 WORLDWIDE, United Kingdom Investment - General
According to Russell/Mellon's CAPS Pooled Pension Fund Update, balanced pooled funds achieved a median return of 4.2% in May 2005. Over one, three and five years to 31 May 2005, balanced pooled funds achieved annual returns of 14.4%, 3.4% and -0.5% respectively. Equity markets produced positive returns across the board in May 2005. North American and Emerging Market Equities provided the best equity and overall performances with an index return of 8.4% for both sectors.

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

4B2990BB   Click here to contact the authors.
 
CAPS Pooled Pension Fund Update February 2005
CAPS Pooled Pension Fund Update February 2005
Russell Mellon
24 Mar 2005 WORLDWIDE, United Kingdom Investment - General
 Balanced pooled funds achieved a median return of 2.0% in February 2005. The UK, North America, Europe, the Pacific ex Japan and Emerging Markets all achieved positive equity market returns. Japan was the only major equity sector to produce a negative return,

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

9D2906A1   Click here to contact the authors.
 
Russell/Mellon UK Pension Fund Analysis 2004
Russell/Mellon UK Pension Fund Analysis 2004
Russell Mellon
10 Mar 2005 United Kingdom Surpluses and Deficits, Scheme Issues & Trends, Investment - Performance, Funding and Minimum Funding Requirement, Accounting
The weighted average return for UK pension funds in 2004 was 10.4%, confirming early estimates. This double-digit return, coupled with a strong performance in 2003, puts pension funds just back into positive territory over five years, with a weighted average return of 0.1% p.a. As a result, pension funds have effectively wiped out the investment losses suffered in the first three years of the decade.

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

5F287863   Click here to contact the authors.
 
Pooled Pension Fund Update January, 2005
Pooled Pension Fund performance
Russell Mellon
Feb 2005 United Kingdom Investment - Performance
  • Balanced pooled funds achieved a median return of 1.0% in January 2005
  • Over one three and five years to 31 January 2005, Balanced pooled funds returned 11.4% p.a., 2.9% p.a. and 0.3% p.a. respectively
  • Active UK Equity managers returned 1.7%, net of fees, for the month beating the FTSE All-Share index of 1.3%

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

94285164   Click here to contact the authors.
 
Pooled Pension Fund Update Q4 2004
Pooled Pension Fund performance
Russell Mellon
Jan 2005 United Kingdom Investment - Performance
Balanced pooled funds achieved a median return of 6.2% in Q4 2004, leading to a double digit performance for the second consecutive year. Over 2004, the average return on Balanced funds was 10.2%. This followed a return of 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 2005 or click here (this link will not work in all circumstances). For further information about Perspective click here.

2F27966B   Click here to contact the authors.
 
UK pension funds achieve positive returns for second successive year
UK pension fund performance
Russell Mellon
Jan 2005 United Kingdom Investment - Performance
The researcher's estimate of overall UK pension fund performance for the year ending 31 December 2004 is 10.0%. This represents a second consecutive year of positive performance following on from three years of negative 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 2005 or click here (this link will not work in all circumstances). For further information about Perspective click here.

7A277034   Click here to contact the authors.
 
Pooled Pension Fund Update Q3 2004
Pooled Pension Fund performance
Russell Mellon
Oct 2004 United Kingdom Investment - Performance
Quarter three of 2004 saw Pooled Balanced funds achieve a positive return for the sixth consecutive quarter, with a median return of 1.8%. Due to poor equity performance, pooled Balanced funds lost around 30% of their asset value, on average, over the three years to 31 December 2002. Although they still have a long way to go to get back to their 1999 levels, continued positive performance means that these funds will have now regained over half of their lost asset value.

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

BA265120   Click here to contact the authors.
 
Slightly Negative Performance Results by US Trust Plans for Second Quarter
US. Trust Plans investment performance
Russell Mellon
Aug 2004 United States Investment - Performance
The median return for the 513 corporate, foundation/endowment, public and Taft-Hartley funds which make up this universe posted a slightly negative performance result of -0.09% for the second quarter 2004, ending a run of four consecutive quarters of positive performance. Nearly half (237) of the 513 plans in the universe showed positive results for the quarter with the top quartile performers only achieving a 0.31% return or higher. The US Master Trust Universe represents a market value of $1.3 trillion with an average plan size of $2.5 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 >> Aug 2004 or click here (this link will not work in all circumstances). For further information about Perspective click here.

BA2503F2    
 
Pooled Pension Fund Update Q2 2004
Pooled Pension Fund performance
Russell Mellon
Jul 2004 United Kingdom Investment - Performance
Pooled Balanced funds continued to make small gains in the second quarter of 2004, achieving a median return of 0.7% (1.1% in quarter one). During the quarter, positive overall equity returns were offset by negative returns in bonds and index linked stocks. The researcher says that while balanced pooled fund performance in quarter two was not spectacular, this was the fifth consecutive positive return. 

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

4724591C   Click here to contact the authors.
 
Pooled Pension Fund Update Q1, 2004
Investment Performance of Pooled Pension Funds
Russell Mellon
Apr 2004 United Kingdom Investment - Performance
During the first quarter of 2004, pooled Balanced funds achieved a median return of 1.1%. This continues the recovery of 2003, when these funds returns 18.1% on average, the first positive return in four calendar years. The researcher says that based on the net median return, Pooled Balanced funds lost around 30% of their asset value over the three years to the end of 2002. Since then these funds have regained around half of that asset value.

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.

562237DB   Click here to contact the authors.
 

Results 1-10 of 10.