Average medium risk profile pension fund performance for fy 2023-24

SpeedyG1

Hi everyone, I am trying to find a good benchmark for medium risk (ATR3) pension fund performance over recent years, in particular for the last financial year 2023-24 am are struggling to find anything on the internet. Can anyone point me to a good set of data?

Thanks

aroominyork

The last financial year was 2024-25.

Albermarle

From 31/03/23 to 31/03/24 ( close enough to the tax year) Vanguard LifeStrategy 60 ( a well known medium risk multi asset fund) grew 11.4%.

masonic

Here is a summary using the specific ATR terminology you mentioned: https://www.afhwm.co.uk/media/f5mfhgcv/atr1-5-graphs.pdf

Based on this, ATR-3 invests up to 70% equities and includes property and a small amount of cash and alternatives. Returns for 2023 and 2024 calendar years are around 10%.

It would be normal for individual funds making up this average to bob around in terms of performance depending on exactly what assets they held, but high fees and/or deviation from the average asset allocation could lead to more significant differences.

Eyeful

Out of interest:
1. Who runs your pension fund?
2. Is it passive or index?
3. What are the charges & fees? (Over the long term these can have a significant impact on the end result).