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Annual Report

SLGPSAB Annual Report 2019/20

Scheme Investments

Table 1. Change in assets 2019/20

Investment Assets (£000s)
2019
2020
2019
2020
Change
Bonds/Gilts
2,267,418
1,967,008
4.7%
4.3%
-0.4%
Equities
16,628,442
10,341,162
34.4%
22.5%
-12.0%
PIVs
15,939,590
19,297,581
33.0%
41.9%
8.9%
Property PIVs
894,810
860,772
1.9%
1.9%
0.0%
Property
3,247,199
3,294,756
6.7%
7.2%
0.4%
Private equity
4,895,285
5,852,142
10.1%
12.7%
2.6%
Derivatives
-1,358
7,998
0.0%
0.0%
0.0%
Other
1,251,778
900,761
2.6%
2.0%
-0.6%
Other balances
626,710
1,273,200
1.3%
2.8%
1.5%
Cash deposits
2,559,777
2,243,339
5.3%
4.9%
-0.4%

Chart 1. Change in assets 2019/20

Bar chart of changes in assets in 2019/20 as per the table above

Chart 2. Asset allocation March 2020

Pie chart of allocation of assets by percentage in March 2020 as per the table below

Table 2. Asset allocation March 2020

Bonds/Gilts
4%
Equities
22%
PIVs
42%
Property PIVs
2%
Property
7%
Private equity
13%
Derivatives
0%
Other
2%
Other balances
3%
Cash deposits
5%