Please note: With effect from 30 September 2021, we will no longer be publishing the multi-asset fund survey on our website on a monthly basis. We will still be collating the survey, however, so should you have a need for these figures, please contact us to discuss your requirements.
During September, the Rubicon Multi-Asset Pension Fund Survey shows a -2.0% return on average, with fund returns ranging from -0.9% to -3.1%. Over the third quarter of 2021, the funds surveyed delivered a 1.0% gain on average. During the first nine months of the year the funds surveyed have delivered an average gain of 12.7%. Over the past twelve months, the average return of the 16 funds surveyed is an impressive 21.9%. Returns for the past year ranged from 26.6% to 17.6%.