Wise Owl | Investment strategy

Investment strategy

The pension scheme invests in a range of "Growth" and "Matching" asset classes in line with its investment strategy. The strategy is set taking into consideration numerous factors including the membership profile, longer term objectives and finanical position of the scheme, as well as current and forecasted market conditions.

The chart below shows the investment strategy in force at 31 March 2020.

Includes UK/Overseas equities and Property

These asset classes are primarily selected to provide a high long-term investment return.

Managed by [insert name]

Includes investment in corporate bonds, nominal/index-linked gilts and insurance products.

These asset classes are selected to help provide a match between the pension payments made to members and the investment income received by the pension scheme.

Mandates with [insert name]