Investments reports and statements

Access the latest investment documents from People’s Pension. Get clear, trustworthy information on how pension savings are invested, how they’re performing, and how they’re managed.

Responsible investment

We invest responsibly to deliver secure, sustainable savings that grow over time. Our aim is to protect and grow your money, while helping to improve the world you’ll retire into. And each year, we report on the progress we’ve made.

Responsible Investment Policy

Learn how we invest savings responsibly by integrating environmental, social and governance (ESG) principles into every decision.

Responsible Investment Report

Get a clear view of our responsible investment activity – the progress we’ve made and the impact it’s having.

Responsible Investment Policy - Member Summary

Discover how we aim to protect pension savings while supporting people and the planet.

Responsible Investment Report - Member Summary

Explore our recent responsible investment highlights – how we’re managing risks, driving improvements, and delivering real-world outcomes.

Climate change

Climate change presents financial risks and potential opportunities. We factor these into our responsible investment approach to help deliver strong long-term outcomes.

Climate change Position Paper

Learn how we integrate climate risk into our investment philosophy, stewardship approach and long-term decision making.

Climate Progress Report

Learn how we assess climate related risks and opportunities, and the progress we’ve made over the past year.

Climate Progress Report - Member Summary

Get a snapshot of last year's work on climate.

Investment reporting

We report regularly on how the scheme is run and how member savings are invested to give a clear picture of our governance and activity. These documents help you understand the decisions we make, the principles we follow, and how the scheme is performing.

Annual Report and Financial Statements

Learn how the People’s Pension is governed and managed – including membership growth, fund performance, and financial highlights from the past scheme year.

Statement of Investment Principles (SIP)

Find out how we invest member savings, manage risk, and factor in responsible investment considerations to guide long-term investment decisions.

Quarterly Investment Report

Review the past performance of our funds and gain insight into global financial market trends over the last quarter.

Top 100 holdings

Explore where we invest member savings across our fund range, including exposure to many of the world’s largest companies.

Fund factsheets downloads

Download the latest factsheets or browse previous versions to review long‑term performance trends.

Global Investments (up to 85% shares) Fund

Targets long-term growth balanced with some stability.

Global Investments (up to 100% shares) Fund

Targets long-term growth.

Global Investments (up to 60% shares) Fund

Targets a balance of long-term growth and stability.

Pre-Retirement Fund

Targets moderate growth while aiming to reduce the risk of sharp swings in value as retirement approaches.

Annuity Fund

Targets stability against falls in annuity rates and is designed for members planning to buy an annuity (a regular income for life).

Ethical Fund

Targets long-term growth while prohibiting investments in fossil fuel producers and other controversial industries.

Shariah Fund

Targets long-term growth while investing in alignment with Shariah principles.

Cash Fund

Targets maintaining the value of savings over time.

Information

All our funds carry some degree of risk, and their value can go down as well as up. Past performance is not a reliable indicator of future results.

Disclaimer

The People’s Pension Trustee Limited accepts no liability for any errors in the calculation of external indices.