Day 4: How is the cash invested?
What are the important facts?
All data as at 31 March 2021
£3bn of assets
100% funded ("the ratio of the assets to the present value of the pension liabilities")
Our investments returned 9% per annum over the last 5 years
What does the Pension Fund invest in?
Investments | |
Active global equities | 5% |
Active sustainable equities | 5% |
Passive low carbon equities | 12% |
Emerging market equities | 5% |
Private equity | 7.50% |
Infrastructure | 8% |
Multi-asset credit | 5% |
Emerging market debt | 5% |
Property | 15% |
Private debt | 7.50% |
Index linked gilts | 15% |
Secured income | 10% |
Who is Wiltshire Pension Fund, as an investor?
We are long-term investors.
We spread our risk and access lots of different investment opportunities, by investing in many different types of asset.
We are active and responsible investors. We recently set a goal of making our investments net zero by 2050.
You can read all about our investments online and in our annual report.
Wiltshire-Pension-Fund-Email4_WPF Day Four (PDF) [367KB] (opens new window)