Workplace Pensions Performance Data

Default fund performance

Performance - Younger saver
Aegon ARC
Aegon MT
Aon MCR
Aviva MFU
Fidelity FW
HL Growth
L&G MAF
L&G TDF
LifeSight MRD
MercerSP
NW Cushon SIS
Nest
Now DGF
Penfold
R London
SEI FD
SW PIA
Smart SGF
Stnd L SMA AP
TPT TDF
Lewis
People's P
CAPA

CAPAdata is the only publicly available information source covering the performance of DC workplace pensions providers, covering the pension savings of 18 million UK savers The Corporate Adviser Pensions Average (CAPA average) is the average (mean) return delivered by the largest default funds of the 20 main multi-employer DC providers, covering both master trusts and group personal pensions (GPPs). Shown below are providers biggest defaults by number of active members. For providers' other default funds go to compare.

Provider

CAPA -

Corporate Adviser Pensions Average

4.4%

16%

65.8%

Aegon -

Aegon Workplace Default (ARC) - GPP

3.6%

(-0.8%)

12.7%

(-3.2%)

52.5%

(-13.3%)

Aegon -

BlackRock Lifepath Flexi

4.5%

(+0.1%)

18.1%

(+2.1%)

91.2%

(+25.4%)

Aon -

Managed Core Retirement Pathways

4.2%

(-0.2%)

26.2%

(+10.3%)

99.5%

(+33.7%)

Aviva -

My Future Universal strategy

3.4%

(-1%)

18.2%

(+2.2%)

72.3%

(+6.5%)

Fidelity -

FutureWise

3%

(-1.5%)

21.7%

(+5.7%)

75.4%

(+9.5%)

Hargreaves Lansdown -

HL Growth Fund

8.1%

(+3.7%)

18.8%

(+2.8%)

56.7%

(-9.1%)

Legal & General -

Multi Asset Fund

0.5%

(-4%)

3.7%

(-12.2%)

31.2%

(-34.7%)

Legal & General -

Target Date Fund

4.1%

(-0.3%)

13.5%

(-2.5%)

50.6%

(-15.2%)

LifeSight (WTW) -

Medium Risk Drawdown

6.5%

(+2.1%)

27.4%

(+11.5%)

102.7%

(+36.8%)

Mercer -

SmartPath Targeting Drawdown

3.3%

(-1.2%)

8%

(-8%)

45.8%

(-20%)

NatWest Cushon -

Sustainable Investment Strategy

5.2%

(+0.7%)

19.8%

(+3.8%)

72.5%

(+6.7%)

Nest -

Retirement Date Fund

5.9%

(+1.4%)

10%

(-6%)

54.3%

(-11.5%)

Now: Pensions -

now: growth fund & now: retirement countdown fund

6.1%

(+1.7%)

-0%

(-16%)

39.2%

(-26.6%)

Penfold -

Standard Lifetime plan

3.9%

(-0.5%)

14%

(-2%)

64.6%

(-1.2%)

Royal London -

Balanced Lifestyle Strategy (Drawdown) (GPP)

3.4%

(-1%)

10.2%

(-5.8%)

54.8%

(-11.1%)

SEI -

Flexi default (drawdown)

7.3%

(+2.9%)

32%

(+16%)

111.3%

(+45.4%)

Scottish Widows -

PIA Balanced (Targeting Flexible Access) (MT&GPP)

3.7%

(-0.7%)

13.3%

(-2.6%)

60.2%

(-5.6%)

Smart Pension -

Smart Sustainable Growth Fund

3.5%

(-1%)

18.2%

(+2.3%)

65.4%

(-0.4%)

Standard Life -

Sustainable Multi Asset (AP) Universal SLP

3.2%

(-1.2%)

14.9%

(-1%)

42.9%

(-23%)

TPT Retirement Solutions -

TPT Target Date Fund

6%

(+1.6%)

21.5%

(+5.6%)

89.6%

(+23.8%)

The Lewis Workplace Pension Trust -

TLWPT (The Lewis Workplace Pension Trust)

4.6%

(+0.2%)

19.2%

(+3.3%)

80.3%

(+14.5%)

The People's Pension -

The People's Pension Balanced Profile

6.3%

(+1.8%)

14.2%

(-1.8%)

59.8%

(-6.1%)