Investment downloads

Take a look at the handy resources we have to offer. You can download our fund factsheets, reports and so much more.

Statement of investment principles

Published by The People’s Pension Trustee Limited to explain the responsibilities of our Trustee in investing your pension savings.

Climate change policy

Our climate change policy looks at the risks that climate change poses to the value of our members’ pension pots.

Annual report

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

Top 100 Holdings

A document showing The People’s Pension Top 100 Holdings across fund range.

Responsible investment

Social & Governance principles inform our investment strategy.

Quarterly fund report

An overview of last quarter’s fund performance .

Search fund factsheets


Global Investments (up to 85% shares) Fund – high/medium risk

Download the latest Global Investments (up to 85% shares) Fund factsheet as a pdf

Previous fund factsheets

Download the Global Investments (up to 85% shares) Fund factsheet as at 30 September 2021

Download the Global Investments (up to 85% shares) Fund factsheet as at 30 June 2021

Download the Global Investments (up to 85% shares) Fund factsheet as at 31 March 2021

Download the Global Investments (up to 85% shares) Fund factsheet as at 31 December 2020

Download the Global Investments (up to 85% shares) Fund factsheet as at 30 September 2020

Download the Global Investments (up to 85% shares) Fund factsheet as at 30 June 2020

Download the Global Investments (up to 85% shares) Fund factsheet as at 31 March 2020

Download the Global Investments (up to 85% shares) Fund factsheet as at 31 December 2019

Download the Global Investments (up to 85% shares) Fund factsheet as at 30 September 2019

Download the Global Investments (up to 85% shares) Fund factsheet as at 30 June 2019

Download the Global Investments (up to 85% shares) Fund factsheet as at 31 March 2019

Download the Global Investments (up to 85% Shares) Fund factsheet as at 31 December 2018

Download the Global Investments (up to 85% shares) Fund factsheet as at 30 September 2018

Download the Global Investments (up to 85% shares) Fund factsheet as at 30 June 2018

Download the Global Investments (up to 85% shares) Fund factsheet as at 31 March 2018

Download the Global Investments (up to 85% shares) Fund factsheet as at 31 December 2017


Global Investments (up to 60% shares) Fund – medium risk

Download the latest Global Investments (up to 60% shares) Fund factsheet as a pdf

Previous fund factsheets

Download the Global Investments (up to 60% shares) Fund factsheet as at 30 September 2021

Download the Global Investments (up to 60% shares) Fund factsheet as at 30 June 2021

Download the Global Investments (up to 60% shares) Fund factsheet as at 31 March 2021

Download the Global Investments (up to 60% shares) Fund factsheet as at 31 December 2020

Download the Global Investments (up to 60% shares) Fund factsheet as at 30 September 2020

Download the Global Investments (up to 60% shares) Fund factsheet as at 30 June 2020

Download the Global Investments (up to 60% shares) Fund factsheet as at 31 March 2020

Download the Global Investments (up to 60% shares) Fund factsheet as at 31 December 2019

Download the Global Investments (up to 60% shares) Fund factsheet as at 30 September 2019

Download the Global Investments (up to 60% shares) Fund factsheet as at 30 June 2019

Download the Global Investments (up to 60% shares) Fund factsheet as at 31 March 2019

Download the Global Investments (up to 60% Shares) Fund factsheet as at 31 December 2018

Download the Global Investments (up to 60% shares) Fund factsheet as at 30 September 2018

Download the Global Investments (up to 60% shares) Fund factsheet as at 30 June 2018

Download the Global Investments (up to 60% shares) Fund factsheet as at 31 March 2018

Download the Global Investments (up to 60% shares) Fund factsheet as at 31 December 2017


Global Investments (up to 100% shares) Fund – high risk

Download the latest Global Investments (up to 100% shares) Fund factsheet as a pdf

Previous fund factsheets

Download the Global Investments (up to 100% shares) Fund factsheet as at 30 September 2021

Download the Global Investments (up to 100% shares) Fund factsheet as at 30 June 2021

Download the Global Investments (up to 100% shares) Fund factsheet as at 31 March 2021

Download the Global Investments (up to 100% shares) Fund factsheet as at 31 December 2020

Download the Global Investments (up to 100% shares) Fund factsheet as at 30 September 2020

Download the Global Investments (up to 100% shares) Fund factsheet as at 30 June 2020

Download the Global Investments (up to 100% shares) Fund factsheet as at 31 March 2020

Download the Global Investments (up to 100% shares) Fund factsheet as at 31 December 2019

Download the Global Investments (up to 100% shares) Fund factsheet as at 30 September 2019

Download the Global Investments (up to 100% shares) Fund factsheet as at 30 June 2019

Download the Global Investments (up to 100% shares) Fund factsheet as at 31 March 2019

Download the Global Investments (up to 100% Shares) Fund factsheet as at 31 December 2018

Download the Global Investments (up to 100% Shares) Fund factsheet as at 30 September 2018

Download the Global Investments (up to 100% shares) Fund factsheet as at 30 June 2018

Download the Global Investments (up to 100% shares) Fund factsheet as at 31 March 2018

Download the Global Investments (up to 100% shares) Fund factsheet as at 31 December 2017

Investing your pension

We invest your money so it has a better chance of being worth more in the long run.

Our investment funds

Read about our investment funds and compare their past performances.

Responsible investment

We aim to be responsible investors of our members’ assets.