Investment Strategy Statement
September 18, 2026 Pension Fund Committee (Committee) Awaiting outcome View on council websiteThis summary is generated by AI from the council’s published record and supporting documents. Check the full council record and source link before relying on it.
Summary
The Pension Fund Committee decided to approve the draft Investment Strategy Statement and determine the Strategic Asset Allocation on 18 September 2026. The committee agreed to a target of 3% for local investments with a tolerance range of 0-4%, and a revised Strategic Asset Allocation including an increase in Global Equities and UK Government Bonds.
Full council record
Purpose
This report sets out a recommended updated Investment Strategy Statement for the Pension Fund based on advice received from LPPI.
Related Meeting
Pension Fund Committee - Friday, 18 September 2026 - 10.00 am on September 18, 2026
Details
| Outcome | For Determination |
| Decision date | 18 Sep 2026 |