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NEST adds to list of investment beliefs as growth fund returns 4.4%

first_imgIt also amended its core investment belief on management style, backing alternative indexation processes over basic passive, although sticking with those being more advantageous than active management.The fund will also begin integrating valuation considerations of investments and put economic conditions and long-term market development at the heart of its allocation choices.NEST’s default investment strategy comprises four different funds, depending on where the member is in their retirement cycle.The foundation phase for younger members in their 20s, which invests in risk assets but more aversely for capital preservation, returned 3.67%, 2 percentage points above benchmark.Its main growth fund, in which some members can be invested for 30 years, returned 4.39%, slightly below its 4.67% benchmark, but close to 3 percentage points higher on a three-year basis.The fund comprises of a mixture of equities, accounting for around 50% of the portfolio, with other classes including property and high yield.NEST also recently announced the potential inclusion of emerging market equities in its growth fund, starting with an approximately 1.5% allocation.It selected two alternative indexed EM equity funds from HSBC Global Asset Management and Northern Trust Asset Management.Its higher-risk fund option, for members to choose outside of the default, returned 6.3% over the year and 9.84% on an annualised three-year basis.The lower-risk fund returned 0.39%, above its benchmark on both an annual and a three-year basis.However, NEST’s Sharia Fund option, for members of the Islamic faith, once again performed below its benchmark, returning 7.09% compared with 8.1%.The master trust said this was due to the lagging nature of Sharia-compliant investments.“There can be create greater tracking margins than you might find in non-Sharia funds,” it said. “The nature of Sharia-compliant investing means funds may not be changed immediately in order to exactly match the index.”The final overall asset allocation sees the fund with around 40% in developed market equities, 17% in property, 13.4% in UK corporate bonds and 12.3% in money market instruments, with additional allocations to global sovereign bonds, index-linked bonds and small-cap equities. The UK’s National Employment Savings Trust (NEST) returned a marginally below benchmark 4.4% over its 2013-14 period, with strong gains in developed market equities.The fund, which said this week it had reached £162m (€204m) from £104m at the end of March, has also made two additions to its investment beliefs for the coming year.NEST, created through state backing to service the development of auto enrolment, now has more than 1m contributing members, up from 81,000 a year earlier.In addition to its original seven investment beliefs, the fund has said an “appropriately resourced” in-house investment team would be the most beneficial to its members, hinting towards further growth in its internal capabilities.last_img read more

Michael Neal: Nov. 25, 1959 – April 7, 2013

first_imgMichael NealMichael A. Neal, longtime Wellington resident, died Sunday, April 7, 2013 in Wichita at the age of 53.Michael was born the son of Barbara A. (Balding) and Terry L. Neal on Wednesday, November 25, 1959 in Wellington.Mike worked for several years as an office manager for the Scoular Company Grain Elevator in Wellington.Survivors include his father, Terry Neal of Wichita, mother, Barbara Neal of Wellington, sisters: Linda Masters and her husband David of Troy, Lisa Huck and her husband John of Wellington, nephews and nieces: Bryan Masters, Adrienne Geiger and her husband Nathan, Peter Masters, Nathan Huck, Jerrod Huck along with his great-nephew and great-nieces: Henry, Elliette and Ruthie Geiger.Visitation will be held at the funeral home from 1 p.m. to 5 p.m., Thursday, April 11, 2013.Funeral services for Michael will be at 1 p.m., Friday, April 12, 2013 in the chapel of Day Funeral Home & Crematory, 1030 Mission Road, Wellington.Interment will follow at the Prairie Lawn Cemetery, Wellington.Memorials have been established in his loving memory with Wellington Humane Society, P.O. Box 494, Wellington 67152. Contributions can be mailed or left with the funeral home.To share a memory or leave condolences, please visit www.dayfuneralhome.info.Arrangements are by Day Funeral Home & Crematory, Wellington.last_img read more

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