The Chamber Pension Plan continues to deliver strong performance across its Lifecycle Funds, providing our members with competitive returns tailored to their retirement goals. Below are the latest Net Asset Values (NAV) and 1-Year Performance results:
Income Conservative Fund: NAV of $3.28280, with a 1-year performance of 10.59%.
Income Growth Fund: NAV of $3.47120, with a 1-year performance of 12.65%.
2030 Fund: NAV of $3.74160, with a 1-year performance of 15.72%.
2040 Fund: NAV of $4.37900, with a 1-year performance of 20.50%.
2050 Fund: NAV of $4.80530, with a 1-year performance of 24.58%.
2060 Fund: NAV of $2.58520, with a 1-year performance of 27.19%.
Highlights
The 2060 Fund delivered the highest return at 27.19%, reflecting its more aggressive investment strategy, suitable for members who are further from retirement.
The 2050 Fund and 2040 Fund also showed impressive performances, with returns of 24.58% and 20.50%, respectively, highlighting their balanced mix of growth and risk management.
The Income Conservative Fund and Income Growth Fund, designed for members closer to retirement, provided steady and reliable returns, ensuring reduced risk exposure and consistent growth.
These results reflect the Chamber Pension Plan’s continued focus on prudent investing and offering age-appropriate, diversified Lifecycle Funds that support your long-term retirement goals. Whether you are nearing retirement or just beginning to save, our funds are designed to align with your timeline and risk tolerance.
For more information on your fund’s performance or to review your pension strategy:📧 Email: admin@pensions.ky🌐 Visit: www.chamberpension.ky
Your future is in safe hands with the Chamber Pension Plan. Let us help you retire with confidence.
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