Enhanced Pension Plus Fund
A core portfolio holding blending a tactical balanced approach with pension-style diversification and alternative assets targeting stability and enhanced returns.
The Pension Fund Advantage
The Enhanced Pension Plus Fund targets consistent risk-adjusted returns that out perform the typical 60/40 balanced portfolio. Our long term strategic asset allocation includes alternative investments that can help reduce portfolio volatility and add additional layers of return.
An enhanced return potential is driven by disciplined security selection, sector rotation, inclusion of alternative assets and strategic use of derivative strategies.
A Pension Style of Diversification
Shift from traditional public markets.
Including assets with low correlation to public markets can enhance diversification, reducing exposure to market drops and provide stability beyond the traditional 60/40 portfolio.
Target Real Returns
Alternative Assets Can Help Your Portfolio
Alternative assets can enhance total returns by accessing unique investments and strategies, improving portfolio risk-return profiles over the long term.
Risk Mitigation Strategies
Private equity & debt may help lower risk.
Alternative investments can mitigate risk, reducing drawdowns, or at least the timing, and offering resilience as private equity-backed companies may outperform during economic downturns.
A Multi-Strategy Approach
The Enhanced Pension Plus Fund follows a multi-strategy approach, partnering with specialist managers and allocating across both traditional and alternative asset classes.
A Core Portfolio
The Enhanced Pension Plus Fund blends a tactical balanced approach with pension fund style diversification.
An Alternative Process
Using alternative debt and real assets, the fund targets a stable risk profile that aims to offer investors reliable and repeatable returns over the long term.
Specialist Managers
The investment team seeks out best in class managers with unique track records and skills in specialist market areas – all in a single ticket turnkey solution.
The Right Mix
The investment team targets a mix of income and growth from both debt and equity markets that goes well beyond the traditional balanced fund mandate. By targeting stock pickers, real estate and unique debt funds the Enhanced Pension Plus Fund presents a naturally diversifying investment that doesn’t chase index returns.
Enhanced Pension Plus Fund Performance
Cumulative Returns (%)
| 1M | 3M | 6M | 1Y | 5Y | Inception* | 0.3 | 4.3 | 11.4 | 11.6 | 10.7 | 8.6 |
|---|
Growth of $10,000 Invested Since Inception†
Monthly Returns (%)
| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2019 | 0.1 | 0.1 | 1.9 | -2.2 | 1.9 | 0.7 | -0.8 | 0.6 | 0.5 | 1.2 | 0.9 | 4.7 | |
| 2020 | 0.1 | -2.4 | -8.4 | 3.1 | 2.5 | 1.2 | 2.7 | 2.3 | 0.6 | -0.6 | 5.1 | 4.7 | 10.6 |
| 2021 | 1.9 | 4.7 | 4.1 | 1.8 | 1.6 | 1.7 | 1.2 | 1.2 | -0.5 | 2.6 | -1.1 | 4.4 | 26.0 |
| 2022 | -1.3 | -0.5 | 2.2 | -2.2 | -1.4 | -6.9 | 4.6 | -1.7 | -4.1 | -0.6 | 5.8 | -3.1 | -9.5 |
| 2023 | 7.0 | -0.6 | 0.3 | 0.3 | -2.4 | 1.5 | 0.9 | -0.8 | -3.6 | -0.7 | 4.6 | 2.0 | 8.4 |
| 2024 | 1.4 | 1.6 | 0.4 | -0.5 | 1.7 | 0.5 | 2.5 | 0.4 | 1.7 | -0.7 | 2.0 | -1.4 | 9.9 |
| 2025 | 2.3 | -1.0 | -0.5 | -1.1 | 3.4 | 2.5 | 0.8 | 2.1 | 1.8 | 0.3 | 10.9 |