Investments

Please click below for the following:

Annual Reports

Statement of Investment Principles

Corporate Governance Policy

If any further information is required, please contact the Investments Team (click on the name to email):

 

Tony Worth

Investments Officer

 

01225 395281

Liz Feinstein

Assistant Investments Officer

 

01225 395742

Julie Martin

Investments & Custody Relationship Officer

 

01225 395242

Investments Forum

The Fund holds an Investments Forum twice a year specifically to address investment and actuarial issues with the Fund's employers. The Terms of Reference for the Forum have been agreed as follows:

"To receive and exchange information regarding actuarial and investment issues so far as they relate to Bath & North East Somerset Council's administration of the Avon Pension Fund and to consider any matters raised by the Fund’s employing bodies in relation to these issues.”