Funding and investments

In this area of our website you can find out more on the Fund's investment strategy, investment manager structure and current investment holdings, as well as information on the Fund's approach to responsible investment.

We participate in LGPS Central Limited (opens in a new window) for our active mandates. To help you to understand why, we have produced more information about transitioning assets to LGPS Central. The LGPS Central Joint Committee (opens in a new window) is a key part of LGPS Central’s governance. It is a public forum for providing oversight of the delivery of its objectives / client service / business case and for dealing with common investor issues.

The Fund has an equity protection strategy in place. Details of this are available from the Pensions Committee meeting of 19 March 2018 and the Pension Investment Sub-Committee meeting of 12 June 2019.

Download: The latest on our investments and funding position (opens in a new window)

Download: The latest risk and return analysis (opens in a new window)

Reports and policy statements

Download: Actuarial Valuation Report 2019

Download: Funding Strategy Statement March 2020

Download: FSS employer briefing 19 June 2019

Download: Investment Risk Management All about Worcestershire Pension Fund Investment Pots

Download: Investment Strategy Statement 2020

Download: Making a formal representation for an exit credit payment

Download: Stewardship Compliance Statement