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How we invest

Photograph of coins

Here you will find information on how Lothian Pension Fund is invested to make a profit which, along with the contributions paid by members and employers, will be sufficient to pay our pension benefits now and in the future.



How we invest

The Pensions and Trusts Committee decides the proportion of the Fund to be allocated to each asset category in the long term; for example, what proportion to invest in equities or bonds. This is known as the Fund's asset allocation or investment strategy.

You can see the latest shareholding lists  here: 
Shareholding to 30 September 2011  
Shareholding to 31 March 2011


Investment Strategy Panel

 Investment strategy is the responsibility of the Investment Strategy Panel


Find out more about how we invest using the links below.
 
Actuarial valuation and funding levels