Statement of Investment Principles

Avon Pension Fund
Administered by Bath and North East Somerset Council

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Statement of Investment Principles

A Statement of Investment Principles details the policy which controls how a pension fund invests.

Local Government Pension Funds have been required by law to keep an up-to-date Statement of Investment Principles since 1999.

The Statement of Investment Principles covers the following:

Types of Investment held
Asset Allocation and Expected Long Term Returns on Investment
Investment Management Structure
Risk Control and Diversification
Regulatory Investment Limits
Realisation of Investments
Social, Environmental and Ethical Considerations
Exercise of Voting Rights

Statement of Investment Principles - March 2010

To view as a PDF please follow the link below.
Statement of Investment Principles - March 2010 (1mb)

19/04/2010