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?
|Active global equities||5%|
|Active sustainable equities||5%|
|Passive low carbon equities||12%|
|Emerging market equities||5%|
|Emerging market debt||5%|
|Index linked gilts||15%|
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.