Top pensions performers charge highest premiums

fees

annual cost of investing ranges between 0.2% and 1.5% in caps balanced pooled pensions

Pension funds achieving the highest returns are also charging investors a premium for this performance, according to figures in the latest Russell/Mellon Caps survey. Many of the top performers in the Caps balanced pooled pension sector and the UK equity sector, also feature some of the highest annual fees, topping out at just over 2% per year. However, over one year, the difference between mediocre performance and top gains is significantly narrowed when these high charges are taken into account. One of the most expensive portfolios in the pooled balanced pension is also the top perfo...