Funding and investment

Funding and valuation

• Valuation final results report 2025 (PDF 1.79MB)
• Funding strategy statement 2025 (Word 272KB)
• Academies funding policy (Word 188 KB)
• Review of contribution rate policy (Word 182 KB)

Pensions review: LGPS fit for the future

• Consultation response (Word 151KB)

Responsible investment

• Carbon reporting dashboard 2026 (PDF 680KB)
• Decarbonisation Pathway CPF (PDF 41KB)
• Climate Action Plan – CPF (PDF 25KB)

Investment strategy

• Strategy statement (Word 202KB)
• Strategy statement consultation (Word 29KB)

Listing of investment holdings

Held at:

• 30 June 2026 (Excel 70KB)
• 31 December 2025 (Excel 64KB)
• 30 September 2025 (Excel 155KB)
• 30 June 2025 (Excel 5.42MB)
• 31 March 2025 (Excel 63KB)
• 31 December 2024 (PDF 164KB)
• 30 September 2024 (PDF 439KB)
• 30 June 2024 (PDF 232KB)
• 31 March 2024 (PDF 221KB)
• 31 December 2023 (PDF 229KB)
• 30 September 2023 (PDF 239KB)