MASTER TRUST INSIGHTS REPORT MAY 2023
Master Trust Default Fund Review
31 May 2023
We expect the trend of schemes switching to Master Trust to continue, and possibly at an increased pace, over the next few years. This will place even greater emphasis on the effective monitoring and comparison of providers. While recent fund performance is clearly an important factor in that endeavour, we believe it must be considered in the context of longer-term member outcomes.
Our Master Trust Insights report provides a forward-looking assessment by examining how recent market events and fund performance have impacted outcomes for different members. In simple terms, and from the perspective of most Master Trust members, who invest in the default fund, we answer the question: “What does this mean for me?”.
In this edition, we also look at value versus cost of default strategies. In our March 2023 Master Trust Marketplace webinars, we were joined by a number of providers for discussions on the theme of investments, with a focus on two areas:
- Demonstrating member outcomes of investment strategies; and
- Impact investments and illiquid assets – is the bar changing?
If you have any questions about selecting the right Master Trust, moving from your employer trust based scheme to a Master Trust, or even whether a Master Trust is right for your organisation, please get in touch.
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