INVESTMENT HIGHLIGHTS WHOLE FUND RETURNS
(CURRENT VALUE OF OUR INVESTMENTS)
60%
7.3%
OF OUR ASSETS
1 Year
1.6%
3 Years
Net Return
are now pooled through the Brunel Pension Partnership
5.7%
5.5%
0.4%
1.2%
6.7%
8.1%
8.5%
to 31 March 2022
£3.2bn
SUSTAINABLE EQUITIES, RENEWABLE INFRASTRUCTURE,
5 Years
Combined Benchmark
Return Against Benchmark
and
LONG TERM STRATEGIC ASSET ALLOCATION 5%
IMPACT AFFORDABLE HOUSING
Paris-aligned passive equities
12%
5%
During the year, we made new allocations to
Global High Alpha active equities 5%
5%
Sustainable Global active equities 5%
8%
7% 8%
5%
Private equity Emerging Markets active equity
Private debt
Private infrastructure
Secured income
Multi-asset credit
Impact affordable housing Renewable infrastructure
Emerging Markets debt
Passive gilts
Property 8%
15% 5%
5%
Our private markets portfolios are growing! During 2021/22, we funded
We have set
DECARBONISATION TARGETS
55 PRIVATE MARKET CAPITAL CALLS at a value of
£193.9M
for our investment portfolios:
1
2
3
4
We commit to a whole Fund carbon reduction target of 50% by 2030
We commit to a listed equities carbon reduction target of 43% by 2025 and 69% by 2030
We commit to allocating 30% of the Fund to sustainable/ low carbon green assets by 2025 and 35% by 2030 (as measured by the long-term strategic asset allocation).
We will expand specific net zero target setting and monitoring of metrics for other asset classes over 2022, starting with property and infrastructure.
50 WILTSHIRE PENSION FUND ANNUAL REPORT AND ACCOUNTS 2022