it was important for savers to look 'under the bonnet' of master trusts to avoid selecting one with a poor investment strategy.
Nigel Dunn
LCP report author and defined contribution (DC) partner
Global equity allocation percentage
100%
Key Facts
- Master Trust Volatility Warning: Members may face higher levels of volatility as funds increase their overseas equity allocations during growth phases, according to a report from LCP.
- Significant Evolution in master trust investment strategies as providers are overhauling existing strategies and introducing new premium options to improve member outcomes.