Investment strategy

Investment strategy refers to the different types of assets we invest in, and the amount we invest in each.

It is important that investments perform well. Our investment strategy is one of diversified investment - that is, investments are spread across different investment asset types and different countries, sectors and companies, in order to reduce the overall risk.


The objective of investment is to deliver long-term returns which are greater than the growth in money to be paid out in pensions.


Find out how our investments are spread across a variety of assets for our three funds:

Lothian Pension Fund
Lothian Buses Pension Fund
Scottish Homes Pension Fund