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Chamber Pension Plan Net Asset Value Update – May 2025

At the Chamber Pension Plan, we take pride in delivering long-term value to our members through prudent investing, disciplined governance, and cost-effective management. Below is our latest update for May 2025, reflecting the Net Asset Value (NAV) and 1-year performance (net of all fees) for each of our Lifecycle Funds.


May 2025 Fund Performance at a Glance

Lifecycle Fund

NAV (31 May 2025)

1-Year Performance

Income Conservative Fund

$3.30700

6.31%

Income Growth Fund

$3.50110

7.37%

2030 Fund

$3.78110

8.51%

2040 Fund

$4.44240

10.49%

2050 Fund

$4.89350

12.17%

2060 Fund

$2.63850

13.17%



As expected, the Income Conservative Fund offers stability with a modest return of 6.31% over the past year. Moving through to the 2060 Fund, which targets members furthest from retirement, the return peaks at 13.17% – a reflection of its higher equity exposure.

Funds built for your stage of life

  • Income Conservative is ideal for those nearing or in retirement seeking capital preservation.

  • Income Growth balances growth and income for those seeking moderate returns with some volatility.

  • 2030, 2040, 2050, and 2060 Funds progressively lean more into growth assets, aligning risk and potential returns with anticipated retirement timelines.


Why Choose Chamber Pension Plan

  • Low all-in fees: As a not-for-profit plan, we pass cost savings directly to you, enabling better compounding over time.

  • Member-focused governance: We prioritise integrity, prudence, and keeping members informed.

  • Lifecycle alignment: Your investments automatically adjust as your retirement date approaches, reducing the burden of managing allocation choices yourself.



What You Can Do

  1. Consider voluntary contributions (AVCs). AVCs can significantly boost your savings over time. Even small monthly additions can compound meaningfully.

  2. Stay engaged. Visit www.chamberpension.ky or call us at +1‑345‑949‑8090 for access to full performance history and personalised support.



Final Thoughts

With a full suite of funds designed to match your stage of life, transparent fee structures, and expert management, the Chamber Pension Plan continues to build retirement security with integrity and prudence. This May’s NAV update underlines the strength of our approach—and we remain committed to delivering peace of mind for all our members.


Thank you for your trust. Please reach out if you’d like help reviewing your retirement strategy.

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