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May 13, 2011 01:00 AM

BNY Mellon universe gains 3.68% for quarter

Timothy Inklebarger
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    Institutional investors in the BNY Mellon Master Trust Universe returned a median 3.68% for the first quarter and 13.13% for the 12 months ended March 31.

    The results mark the third consecutive quarter of positive returns for the universe.

    The quarterly median return was down from 5.6% in the fourth quarter.

    “It's a good start to 2011,” Greg Stewart, managing director and regional product manager of BNY Mellon Asset Servicing, said in a telephone interview. “Almost all of the plans posted positive quarterly returns and 12-month returns.”

    U.S. equities were the best-performing asset class for the quarter with a median return of 6.49%, followed by international equities at 3.15%, international fixed income at 1.9% and U.S. fixed income at 0.97%.

    For the full year, corporate pension plans had the strongest investment performance, with a median return of 13.51%.

    The average asset allocation for the universe was 33% U.S. equities, 26% U.S. fixed income, 17% international equity, 10% alternatives, 2% each international fixed income and real estate, 1% cash and 9% other investments.

    The universe comprises 749 corporate, public and Taft-Hartley defined benefit pension funds; foundations and endowments; and health-care plans. The plans have a combined market value of $1.41 trillion and an average plan size of $1.88 billion.

    BNY Mellon U.S. Master Trust Universe Median Plan Returns

    Period Ending March 31, 2011

    UniverseNumber

    of Participants

    1Q 2011One-YearFive-YearsTen-Years
    Master Trust Total Fund 749 3.68 13.13 4.35 5.87
    Corporate Plans 279 3.65 13.51 4.60 6.01
        Foundations 89 3.78 13.50 4.30 5.96
        Endowments 89 3.62 12.85 4.65 6.28
    Public Plans 120 4.01 13.40 4.32 5.89
    Taft-Hartley Plans 59 3.55 13.00 3.90 5.09
    Health Care Plans 18 3.22 10.25 3.51 N/A
    Universe Custom Composite Benchmark 3.78 12.95 3.31 4.50
    BNY Mellon

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    Many happy returns for investors in Q3
    2010 global returns are solid, yet a bit subdued
    Institutional assets up 12.89% in 2010, BNY Mellon report says
    BNY Master Trust Universe returns lose 8.19% in 3rd quarter
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