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Morley launches four new pooled pensions funds

UK – Four new pooled pension funds have been launched by Morley Fund Management in London.

The new funds are specifically specialist global equity (to outperform its benchmark by 3%); specialist managed (to outperform CAPS Balanced Median index by 2.5%); specialist UK equity (3% outperformance target against FTSE All share index) and UK core plus bond fund (1% against benchmark).

Morley ’s pooled pensions business has assets under management are worth £2.4bn (€3.9bn) The launch brings the total number of pooled funds in its product range to 29.

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  • QN-2540

    Asset class: All/Large Cap Equities.
    Asset region: UK.
    Size: The fund will be added to our guided fund range.
    Closing date: 2019-05-27.

  • QN-2541

    Asset class: Small/Mid-Cap Equities.
    Asset region: Switzerland.
    Size: CHF 130m.
    Closing date: 2019-06-04.

  • QN-2542

    Asset class: All/Large Cap Equities.
    Asset region: Switzerland.
    Size: CHF 130m.
    Closing date: 2019-06-04.

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