LONDON
(BK)
Nov 25, 2008
LONDON, November 25, 2008 — BNY Mellon Asset Servicing, the global leader in securities servicing, has today announced the CAPS pooled pension funds performance results in the UK for the month of October 2008.
Section | Net Median Return (%) |
Index Return (%) |
Balanced | -10.1 | - |
UK Smaller Companies | -19.1 | -19.8 |
UK Equity — Standard | -12.9 | -11.9 |
Overseas Equity | -11.8 | -11.7 |
Global Equity | -12.3 | -11.6 |
North American Equity | -9.1 | -9.3 |
European ex UK Equity | -15.3 | -14.7 |
Pan European Equity | -14.6 | -13.6 |
Japanese Equity | -6.2 | -5.7 |
Pacific Basin (ex Japan) | -15.6 | -16.6 |
Emerging Market Equity | -20.4 | -19.9 |
UK Bonds — Standard | -2.4 | 0.3 |
UK Bonds — Long Term | -2.8 | -0.7 |
International Bond | 7.4 | 9.4 |
Index-Linked | -7.3 | -6.6 |
Cash | 0.4 | 0.4 |
Property | -3.1 | -3.5 |
Markets
Balanced fund asset distributions
Survey size
BNY Mellon Asset Servicing's Pooled Pension Fund Database covers the largest and most representative sample available to UK pension funds' trustees. BNY Mellon Asset Servicing currently covers 73 separate asset managers who manage over £344 billion in pooled funds, both balanced and specialist.
The performance analysis and other information in this (report and/or press release) are based on historical data and are intended for informational purposes only. Past performance is not a guarantee of future performance. This (report and/or press release) does not constitute investment advice, nor is it an offer or recommendation of any security, investment product, service or firm.
BNY Mellon Asset Servicing offers clients worldwide a broad spectrum of specialized asset servicing capabilities, including custody and fund services, securities lending, performance and analytics, and execution services. BNY Mellon Asset Servicing offers its products and services through The Bank of New York Mellon and other subsidiaries of The Bank of New York Mellon Corporation.
The Bank of New York Mellon Corporation is a global financial services company focused on helping clients manage and service their financial assets, operating in 34 countries and serving more than 100 markets. The company is a leading provider of financial services for institutions, corporations and high-net-worth individuals, providing superior asset management and wealth management, asset servicing, issuer services, clearing services and treasury services through a worldwide client-focused team. It has $22.4 trillion in assets under custody and administration, more than $1 trillion in assets under management and services $12 trillion in outstanding debt. Additional information is available at www.bnymellon.com.