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Investment performance

We regularly review the performance of our investments. They are independently examined and compared to other funds.


You can download our most recent investment performance report.
 

History

In 2003 the Fund appointed Northern Trust as provider of independent investment performance measurement. Previously (in fact since 1976) the WM Company had held this appointment.

The Fund has maintained a relationship with WM Co. to provide an annual investment report including comparison with the WM Universes which capture performance data from up to 1,000 UK pension funds.

The Fund contracts with Investment Property Databank (IPD) for performance measurement of its property portfolio.

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The Fund is one of the largest local authority pension funds in the UK.