196501-402330 FOI Pensions

Short Description
2022-2023 Investment Statistics
Reference number
FOI196501-402330
Date
18/09/2023
Request

Under the Freedom of Information Act 2000, we would like to request the following, please:

1. Record of all the investment managers and funds you invest in across all asset classes as of today.

We are looking for standard data such as: Management company and corresponding Investment (Fund) Name, committed values, current markets values and investment date for each fund.

2. Performance metrics of all closed-end funds including Private Equity, Venture Capital, Private Debt, Real Estate, Real Assets/Infrastructure funds you invest in for Q1 2022 to Q4 2022, as well as Q2 2023 (latest quarter) including standard data, such as:

a. Commitment
b. Vintage Year
c. Funded Commitment
d. Unfunded Commitment
e. Distributions
f. Market Value
g. IRR (Net/Gross)
h. PIC
i. DPI
j. RVPI
k. TVPI

3. A copy of your most current ESG policy document

Response
Response

There are two additional documents relevant to this request that could not be attached here: 2022 12 RCBPF and 2022 09 RCBPF. To view these, please contact the FOI team and quote the case reference number, FOI196501-402330.