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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 schemes have been required by law to keep an up-to-date statement of investment principles since 1999. Strathclyde Pension Fund have voluntarily kept a statement since 1997.
 
The statement of investment principles must cover our policy on the following:

• The types of investment held.
• The balance between different types of investment risk.
• The expected return on investments.
• How investments are turned back into cash (the realisation of investments).
• The extent to which social, environmental or ethical considerations affect investments.

The Myners report also set out standards for pension funds and how decisions are made. Our statement of investment principles has been assessed against the Myners report.

Download the statement of investment principles

Document downloads

Documents available to download are in PDF format. You’ll need a piece of reader software which is probably already installed on your computer.

If you don’t have this software, you can download it for free from the Adobe Web site.

Request a copy

If you’d rather have a hard copy of any of the documents on this site, please contact us. Make a note of the document title and date to help us find the right one for you quickly.

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