Chamber Pension Plan: Net Asset Value Update – March 2025

As part of our continued commitment to transparency and member education, we present the latest update on the Chamber Pension Plan’s Net Asset Value (NAV) as of 31 March 2025.

What Is NAV and Why Does It Matter?

The Net Asset Value (NAV) represents the per-unit value of your pension investment. It’s a key measure that reflects the performance of your fund, after all investment and administration costs are accounted for. Think of it as the “share price” of your pension fund – it rises or falls based on market movements and investment returns.

Monitoring NAV helps members understand the value of their pension contributions over time and the return on their investment.

March 2025 NAV Highlights

As of 31 March 2025, the NAVs for each of the Chamber Pension Plan’s six Lifecycle Funds are as follows:

These figures reflect strong year-to-date performance across most funds, continuing the positive momentum observed since late 2024.

Looking Ahead

We continue to monitor global market developments and adjust our portfolio strategies accordingly to protect and grow your retirement savings. Our focus remains on delivering maximum risk-adjusted returns, keeping fees low, and helping members reach their financial goals.

If you have questions about your NAV or investment options, please reach out to the Administrator’s Agent at admin@pensions.ky or call us at 345-745-7630.