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NEWS - NORTH AMERICA

Corporate pensions outperform other investors in Q2

Global Pensions | 11 Aug 2009 | 14:42

Raquel Pichardo-Allison

US – Corporate pension funds outperformed all other institutional investors in the quarter ending June 30, according to data from consulting firm Wilshire Associates.

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The median return for the corporate pension plans tracked in the Wilshire Trust Universe Comparison Survey was 10.93%. The median public fund returned 10.86%; foundations and endowment, 10.66%; and Taft Hartley, or union, fund, 7.55%.

The median asset allocation for corporate pension funds was: 53.5% in equities, 35.02% in bonds and 2.71% in cash.

In the one year period, however, Taft Hartley funds performed best with the median scheme posting returns of -16.08%, Wilshire data showed. The median corporate fund was down 16.84%, public fund, -17.06% and the median foundation and endowment was down 19.14% for the year.

The median Taft Hartley plan invested 47.84% in equities, 36.47% in bonds, 9.04% in real estate and 2.39% in cash.

 

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