Investment principles and policies

The trustee is required by law to prepare a number of documents detailing the trustee’s principles, beliefs and policies in relation to the investment of the Fund’s assets. These documents are listed below and can be accessed via the links.

The Statement of Investment Principles (SIP) sets out how the Fund’s assets are to be invested and the principles which govern the trustee’s strategic investment decisions.

The Annual Implementation Statement sets out how the policies described in the SIP have been implemented over the relevant reporting period.

The Responsible Investment (RI) policysets out the trustee's RI beliefs and how RI is implemented across the Fund's asset classes, and through engagement, manager selection and monitoring, and reporting.

The Climate Change Report sets out how the trustee identifies, assesses and manages climate-related risks and opportunities for the Fund.