While the Penfold Plan is new and launching in February 2025, its underlying components have existed separately for several years!
Though past performance is not a reliable indicator of future performance, BlackRock has provided a simulation of how the portfolio may have performed over the past five years had the components been combined. And the Penfold Plan has outperformed our Standard Lifetime plan over a five-year comparison period!
The Penfold Plan has performed similarly to the Sustainable Lifetime plan, although the Penfold Plan has performed better during stage 3, the retirement phase.
