Avon Pension Fund
Administered by Bath and North East Somerset Council
Administered by Bath and North East Somerset Council
| Q: Where is the Fund’s money invested? | |||
| Q: Will investment performance affect my pension? | |||
| Q: How are the Fund's investments performing? | |||
| Q: How does the Fund decide what to invest in? | |||
| Where is the Fund’s money invested? | |||||||||||||||||||||||||||||||||||||||||||||||||||||||
| The Fund’s strategic asset allocation is as follows: | |||||||||||||||||||||||||||||||||||||||||||||||||||||||
| Top Ten Largest Equity Holdings as at 31 March 2010 are as follows: | |||||||||||||||||||||||||||||||||||||||||||||||||||||||
|
|||||||||||||||||||||||||||||||||||||||||||||||||||||||
| Please also see the Fund's Statement of Investment Principles | |||||||||||||||||||||||||||||||||||||||||||||||||||||||
| Back to Index I Back to Investments Homepage | |||||||||||||||||||||||||||||||||||||||||||||||||||||||
| Will investment performance affect my pension? |
Your pension is guaranteed in statute by the government which means that the performance of the Fund’s investments will not affect the pension you receive. The Fund’s investment strategy aims to generate returns to meet all future liabilities. Currently, income from active members exceeds the money required to pay current pensions. See the next section below for the Fund’s latest investment performance figures. |
| Back to Index I Back to Investments Homepage |
| How are the Fund's investments performing? |
The Fund’s investment performance over 3 years and 10 years up to 31 March 2011 is shown in the chart below which also shows the average investment return for all Local Authority pension schemes over this period. |
 |
| The investment performance of the Fund over the 12 months up to 31 March 2011 is shown in the following chart, alongside the Local Authority average. |
 |
| Detailed commentary on investment performance can be found in the committee papers. |
| Back to Index I Back to Investments Homepage |
| How does the Fund decide what to invest in? |
| The section on
‘How the Fund is run’ describes the process by which decisions are made on what the Fund invests in. The strategic asset allocation is reviewed on a regular basis.
Please also see the Fund's Statement of Investment Principles |
| Back to Index I Back to Investments Homepage |
| 09/08/2011 |
