Statement of investment principles
A document published by The People’s Pension Trustee Limited to explain the responsibilities of our Trustee in investing your pension savings – with appendices including our climate change policy.
Top 100 Holdings
A document showing The People’s Pension Top 100 Holdings across fund range.
Policy on responsible investment
Our core belief is that investment decisions should reflect environmental, social and governance considerations.
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 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 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 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
Ethical Fund – high risk
Download the latest Ethical fund factsheet as a pdf
Previous fund factsheets
Download the Ethical Fund factsheet as at 30 September 2019
Download the Ethical Fund factsheet as at 30 June 2019
Download the Ethical Fund factsheet as at 31 March 2019
Download the Ethical Fund factsheet as at 31 December 2018
Download the Ethical Fund factsheet as at 30 September 2018
Download the Ethical Fund factsheet as at 30 June 2018
Shariah Fund – high risk
Download the latest Shariah Fund factsheet as a pdf
Previous fund factsheets
Download the Shariah Fund factsheet as at 30 September 2019
Download the Shariah Fund factsheet as at 30 June 2019
Download the Shariah Fund factsheet as at 31 March 2019
Download the Shariah Fund factsheet as at 31 December 2018
Download the Shariah Fund factsheet as at 30 September 2018
Download the Shariah Fund factsheet as at 30 June 2018
Pre-Retirement Fund – medium/low risk
Download the latest Pre-Retirement Fund factsheet as a pdf
Previous fund factsheets
Download the Pre-Retirement Fund factsheet as at 30 September 2019
Download the Pre-Retirement Fund factsheet as at 30 June 2019
Download the Pre-Retirement Fund factsheet as at 31 March 2019
Download the Pre-Retirement Fund factsheet as at 31 December 2018
Download the Pre-Retirement Fund factsheet as at 30 September 2018
Download the Pre-Retirement Fund factsheet as at 30 June 2018
Download the Pre-Retirement Fund factsheet as at 31 March 2018
Download the Pre-Retirement Fund factsheet as at 31 December 2017
Annuity Fund – medium/low risk
Download the latest Annuity Fund factsheet as a pdf
Previous fund factsheets
Download the Annuity Fund factsheet as at 30 September 2019
Download the Annuity Fund factsheet as at 30 June 2019
Download the Annuity Fund factsheet as at 31 March 2019
Download the Annuity Fund factsheet as at 31 December 2018
Download the Annuity Fund factsheet as at 30 September 2018
Download the Annuity Fund factsheet as at 30 June 2018
Download the Annuity Fund factsheet as at 31 March 2018
Download the Annuity Fund factsheet as at 31 December 2017
Cash Fund – low risk
Download the latest Cash Fund factsheet as a pdf
Previous fund factsheets
Download the Cash Fund Factsheet as at 30 September 2019
Download the Cash Fund factsheet as at 30 June 2019
Download the Cash Fund factsheet as at 31 March 2019
Download the Cash Fund factsheet as at 31 December 2018
Download the Cash Fund factsheet as at 30 September 2018
Download the Cash Fund factsheet as at 30 June 2018
Investing your pension
We invest your money to give it a better chance of being worth more in the long run.
Our investment funds
Read about our investment funds and compare their past performances.