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Can pension funds avoid drawdown without sacrificing return?


Reducing exposure to volatility while also generating a required rate of return are key objectives for pension funds, but in the current market environment a new approach is needed to achieve them.

  • Pension schemes are typically looking both for growth to support their funding levels, and to minimise the negative impact of volatility
  • It is possible to target attractive returns while limiting short-term drawdown, but it requires significant flexibility of approach
  • Even DGFs that have delivered such outcomes in prior years will likely need to innovate to succeed in current conditions

The value of investments will fluctuate, which will cause prices to fall as well as rise and investors may not get back the original amount they invested.

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