Investment performance - LPF
We report our full investment performance in our Annual Report and Accounts.
You can view the latest LPF high level performance report here.
Investment performance to 31 March 2011
| 1 year | 3 year | 10 year | |
| Lothian Pension Fund | 8.5 |
6.6 |
5.8 |
| Benchmark | 8.0 |
4.2 |
4.9 |
| Retail Price Index | 5.3 |
3.1 |
3.0 |
| National Average Earnings | 1.8 |
1.8 |
3.8 |
Investment Performance
Short Term (1 year)
The Fund delivered a return of 8.5% over the year, ahead of its benchmark return of 8%. The main contributor to the outperformance was the Alternatives asset category.
Medium Term (3 years)
The returns are strong at 6.6%, even though the decline in most asset markets in 2008/09 is still included in the figure. The Fund outperformed its benchmark over the period by 2.4% per year, ahead of its target of 1.0% per year. The outperformance was due to returns from the equity asset category.
Long Term (10 years)
The Fund's long term performance is well above the growth in the retail price index and the national average earnings growth. The Fund's return is ahead of its benchmark by 0.9% per year over the 10 year period to 31 March 2011.
