Investment downloads

Download our fund factsheets to review your investment performance and learn about our approach to investing by downloading our reports and policy documents.

Reports and statements

Quarterly fund report

An overview of last quarter’s fund performance.

Annual report and financial statements

The People’s Pension Scheme’s annual report and financial statements.

Statement of investment principles

Our principles that inform how we invest members money.

Top 100 Holdings

A list of The People’s Pension Top 100 Holdings across all our funds.

Responsible investment policy

Learn how we invest responsibly.

Climate change policy

Find out how climate change
influences our investment decisions.

Download fund factsheets as a pdf

Latest fund factsheets


The People’s Pension Trustee Limited accepts no liability for any errors in the calculation of external indices.

Learn more by visiting our member investment webpages

Investment funds

Learn more about our range of investment funds.

Responsible investment

Learn how we invest your money responsibly.