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Scheme Details Members Booklet & Rules Forms Annual Reports Trustees Investment
   
Statement of Investment Principles
Top 100 Investments
Responsible Investment and BTPS
Abbey AVC Interest Rate History
   
 

Investment

Additional Voluntary Contribution Investments

Below are links to current factsheets for the funds currently available through L&G and for the closed funds with Barclays Global Investors:

L&G’s UK Equity Index Fund Factsheet

L&G’s Global Equity Fixed Weights (50:50) Index Fund Factsheet

BGI UK Equity Fund (closed)

BGI 50:50 Global Equity Fund (closed)

As well as L&G and BGI, there are a three other investment managers that invest BTPS AVCs: Abbey National, Equitable Life and Standard Life. Below is a review of the historical performance of all of the managers.

Performance of current BTPS AVC Investment Managers

Abbey AVC Interest Rate History

Statement of Investment Principles
The Pensions Act 1995 requires the Trustees to agree a Statement of Investment Principles in consultation with the Scheme’s investment advisors and the Principal Employer. This document sets out the principles governing how decisions about investment must be made.
Below is a link to the currently agreed Statement:

Statement of Investment Principles (as approved 3 June 2009)

Top 100
The top 30 equity holdings are disclosed in the Annual Report and Accounts.
Below is a link to the Top 100 equity holdings:

Top 100 Investments (as at 31 December 2008)

For information about Responsible Investment and BTPS, click here