Investment Policy Statement
The Investment Policy Statement (IPS) documents the Fund’s investment strategy and associated governance processes as agreed to by the Fund’s Board of Trustees. The IPS is reviewed at least annually by the Board of Trustees in collaboration with the Fund’s appointed Asset Consultants and the Fund Actuary. View a summary of the IPS below.
INVESTMENT POLICY SUMMARIES
2025
2024
Portfolio Fact Sheets
The Trustees agreed to introduce an element of member investment choice. This means that you can choose to transfer your Fund Credit into any of the other life-stage portfolios, should you not wish to remain in the default life-stage investment portfolio for your age category.