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Active Ownership

The Fund recognises its rights and responsibilities as a long-term investor and believes that a robust active ownership approach will protect and enhance investment value.

The Fund acknowledges that active ownership (also referred to as stewardship) is more than just voting.  Activities may include monitoring and engaging with companies and fund managers on matter such as culture, strategy, performance, risk, capital structure, environmental, social and governance (ESG) issues and alleged violations of securities laws (shareholder litigation). Engagement is purposeful ongoing dialogue with companies on these matters as well as on issues that are the immediate subject of votes at general meetings.

The Fund's active ownership approach is further detailed in these documents:

pdf icon Responsible Investment Framework 2021 [522kb]

pdf icon WMPF Investment Strategy Statement 2019 [1Mb]

pdf icon Compliance with UK Stewardship Code for Institutional Investors 2019 [1Mb]

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