UK With-Profits Funds: investment performance and strategy 2015

This is the second investigation Barnett Waddingham has conducted into the with-profits investment strategies of directive insurers that are full members of the Association of Financial Mutuals.

The purpose of our investigation is threefold:

• to compare the investment return achieved by with-profits funds of Mutuals during 2014

• to understand sources of differences in returns

• to observe investment strategy trends

We hope that this report will stimulate debate within Mutuals as to whether some of the approaches taken by others may be appropriate for them. Please get in touch if you have any questions or comments.