Fund investments
Lincolnshire Pension Fund invests the cash assets of the fund in order to earn a return to help pay member pensions. The documents below give further details of our investments.
Summary of investments
This document is updated quarterly and gives details of the Fund's holdings, including details of its Private Equity, Property and Infrastructure investments.
View the summary of investments at 30 June 2024
View the summary of investments at 30 September 2024
View the summary of investments at 31 December 2024
View the summary of Investments at 31 March 2025
Quarterly stewardship update
This document provides details of the stewardship activities completed on behalf of the fund, and is updated quarterly.
Lincolnshire Pension Fund - stewardship code update October 2024 to December 2024
Asset pooling
In 2015, the government announced that Local Government Pension Fund investments should be merged into a smaller number of investment pools. Lincolnshire Pension Fund chose to become part of the Border to Coast Pensions Partnership and to date has invested in the following funds:
- UK Listed Equity
- Global Equity Alpha
- Multi Asset Credit
- Investment Grade Credit
- Overseas Developed Equity
- Global Property
- Multi-Factor Equity
Over time, more of the fund's assets will be invested in Border to Coast.