Pooled Fund Range


The Pooled Fund range is focused around multi-asset investing. Each of the Pooled Funds has a clear purpose and associated investment target; they are the building blocks that enable a wide range of investment strategies to be constructed. In this way we can accommodate the differing requirements of the wide range of Sections. Put differently, the Risk, Return and Liquidity needs of individual Sections can be managed through specific allocations to the Pooled Funds.

The Pooled Fund Range is made up of three main funds and a de-risking platform:

The Growth Fund invests in a wide range of growth seeking assets across different financial markets and economies in order to produce an investment return in excess of UK inflation. The intention is to deliver high long-term returns (RPI+4%) over a rolling 5-10 year period.

The Illiquid Growth Fund invests in a wide range of illiquid return seeking assets across different private markets and economies in order to produce an investment return in excess of UK inflation over a rolling 5-10 year period.

The Long Term Income Fund invests in private markets in order to produce a modest investment return in excess of UK inflation over a rolling 5-10 year period. It is expected that the primary source of return will be from income rather than capital appreciation.

The De-risking platform is made up of various de-risking assets.

70% Listed assets

 30% Unlisted assets

 50% In house

 50% Outsourced