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Investments

This section gives details about the Pension Fund investment holdings.

The functions of the Council as administering authority of the Pension Fund are delegated to the Nottinghamshire Pension Fund Committee. 

It is the responsibility of the Committee to determine the overall investment strategy, the type of investment management to be used and what restrictions, if any, are to be placed on particular types of investment and the location, by market, of those investments. These parameters of the fund are contained in statutory publications, principally in the Funding Strategy Statement and the Investment Strategy Statement. Fund policies are found on the Fund policies page of this website.

The Pension Fund is invested in a diverse portfolio of government and corporate bonds, equities and property. The Annual Report, which includes the Statement of Accounts, contains more information on Fund holdings, Fund performance and management arrangements can be found on the Fund and valuation reports page.

List of holdings

The Pension Fund Committee receives quarterly reports on Fund valuation and performance and regularly questions investment fund managers on their performance. Details of the holdings of the Fund in specific asset classes over the past 10 years are available below in PDF format.

NB. Any queries relating to the direct property holdings of the Fund should in the first instance be directed to the property portfolio manager, abrdn.

Holdings as at 30 June 2024

Equities | Bonds | Property | Private equity | Infrastructure

Holdings as at 31 March 2024

Equities | Bonds | Property | Private equity | Infrastructure

Holdings as at 31 December 2023

Equities | Bonds | Property | Private equity | Infrastructure

Holdings as at 30 September 2023

Equities | Bonds | Property | Private equity | Infrastructure

Holdings as at 30 June 2023

Equities | Bonds | Property | Private equity | Infrastructure

Holdings as at 31 March 2023

Equities | Bonds | Property | Private equity | Infrastructure

Holdings as at 31 December 2022

Equities | Bonds | Property | Private equity | Infrastructure

Holdings as at 30 September 2022

Equities | Bonds | Property | Private equity | Infrastructure

Holdings as at 30 June 2022

Equities | Bonds | Property | Private equity | Infrastructure

Holdings as at 31 March 2022

Equities | Bonds | Property | Private equity | Infrastructure

Holdings at at 31 December 2021

Equities | Bonds | Property | Private equity | Infrastructure

Holdings as at 30 September 2021

Equities | Bonds | Property| Private equity | Infrastructure

Holdings as at 30 June 2021

Equities | Bonds | Property | Private equity | Infrastructure

Holdings as at 31 March 2021

Equities | Bonds | Property | Private equity | Infrastructure

Holdings as at 31 December 2020

Equities | Bonds | Property | Private equity | Infrastructure

Holdings as at 30 September 2020

Equities | Bonds | Property | Private equity | Infrastructure

Holdings as at 30 June 2020

Equities | Bonds | Property | Private equity | Infrastructure

Holdings as at 31 March 2020

Equities | Bonds | Property | Private equity | Infrastructure

Holdings as at 31 December 2019

Equities | Bonds | Property | Private equity | Infrastructure

Holdings as at 30 September 2019

Equities | Bonds | Property | Private equity | Infrastructure

Holdings as at 30 June 2019

Equities | Bonds | Property | Private equity | Infrastructure

Holdings as at 31 March 2019

Equities | Bonds | Property | Private equity | Infrastructure

Holdings as at 31 December 2018

Equities | Bonds | Property | Private equity | Infrastructure

Holdings as at 30 September 2018

Equities | Bonds | Property | Private equity | Infrastructure

Holdings as at 30 June 2018

Equities | Bonds | Property | Private equity | Infrastructure

Holdings as at 31 March 2018

Equities | Bonds | Property | Private equity | Infrastructure

Holdings as at 31 December 2017

Equities | Bonds | Property | Private equity | Infrastructure

Holdings as at 30 September 2017

Equities | Bonds | Property | Private equity | Infrastructure

Holdings as at 30 June 2017

Equities | Bonds | Property | Private equity | Infrastructure

Holdings as at 31 March 2017

Equities | Bonds | Property | Private equity | Infrastructure

Holdings as at 31 December 2016

Equities | Bonds | Property | Private equity | Infrastructure

Holdings as at 30 September 2016

Equities | Bonds | Property | Private equity | Infrastructure

Holdings as at 30 June 2016

Equities | Bonds | Property | Private equity | Infrastructure

Holdings as at 31 March 2016

Equities | Bonds | Property | Private equity | Infrastructure

Holdings as at 31 December 2015

Equities | Bonds | Property | Private equity | Infrastructure

Holdings as at 30 September 2015

Equities | Bonds | Property | Private equity | Pooled

Holdings as at 30 June 2015

Equities | Bonds | Property | Private equity | Pooled

Holdings as at 31 March 2015

Equities | Bonds | Property | Private equity | Pooled

Holdings as at 31 December 2014

Equities | Bonds | Property | Private equity | Pooled

Holdings as at 30 September 2014

Equities | Bonds | Property | Private equity | Pooled

Holdings as at 30 June 2014

Equities | Bonds | Property | Private equity | Pooled