Portfolio power

Your pension portfolio determines how and where your savings are invested

pension portfolio

A powerful engine for your savings

Through our portfolios, our clients’ money is invested in Dimensional funds. Created by Nobel Prize winners, Dimensional aims to help you get the most out of your savings whatever the market conditions. As a result, they consistently beat the benchmark.

Our pension portfolios

People have different attitudes when it comes to how much risk they are prepared to take with their investments. Our main portfolios are designed with this in mind1.

10-year annualised return

Pension Egg
5.20%

Benchmark
4.19%

10-year annualised return

Pension Egg
6.56%

Benchmark
4.93%

10-year annualised return

Pension Egg
7.81%

Benchmark
6.85%

10-year annualised return

Pension Egg
8.98%

Benchmark
6.92%

10-year annualised return

Pension Egg
10.08%

Benchmark
6.99%

Important: past performance is not a reliable indicator of future results. As with all investments, capital is at risk.

1The performance figures are based on actual 10-year average annualised returns as of March 2022. They do not take into account the impact of any associated charges, including financial advice. Source: FE Analytics and Dimensional Return Programme 2.0. When we talk about the benchmark, we are referring to an Investment Association average composition that matches the risk rating for each of our portfolios.

pension portfolio

Love your pension sunny side up…

Portfolio performance is one of the big four things to consider when it comes to increasing the size of your pension. The other three are:

pension charges

Charges

pension contributions

Contributions 

pension investment

Investment period

pension investment

Check your pension for free.