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  • Investment strategy and asset allocation

Investment strategy and asset allocation

In order to meet its liabilities, the Fund has a return seeking strategy, with approximately 90% of the Fund invested in return-seeking areas.

The three main categories in which the Fund invests in order to meet its obligations are equities (quoted and private), fixed interest and alternatives.  The Fund's asset allocation as at 31 March 2015 is provided in the diagram below.

Asset allocation 2015
Asset allocation 2015

The Fund is also exposed to a number of risks which are set out and monitored as part of a formal risk register.

The Fund's Statement of Investment Principles further explains its investment strategy, and how the risk and return issues are managed relative to the Fund's investment objectives and underlying pension liabilities.

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