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Multi-asset income funds can be used by defined contribution (DC) plans in the accumulation phase of an individual’s retirement savings journey, but they have also emerged as popular products for members who opt for drawdown at retirement.
The fact that multi-asset income funds can generate a stable income yield that competes favourably with annuity income rates, while also maintaining asset growth potential and the ability to pass wealth on upon death, makes them attractive among retirees. As shown by the data tracked within Broadridge Global Market Intelligence, which provides an integrated, complete view of both domestic and cross-border funds, it is mainly the funds launched around the time pensions freedoms came into effect in 2015 that have benefited most from this trend.
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