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
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 2021
Download the Ethical Fund factsheet as at 30 June 2021
Download the Ethical Fund factsheet as at 31 March 2021
Download the Ethical Fund factsheet as at 31 December 2020
Download the Ethical Fund factsheet as at 30 September 2020
Download the Ethical Fund factsheet as at 30 June 2020
Download the Ethical Fund factsheet as at 31 March 2020
Download the Ethical Fund factsheet as at 31 December 2019
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 2021
Download the Shariah Fund factsheet as at 30 June 2021
Download the Shariah Fund factsheet as at 31 March 2021
Download the Shariah Fund factsheet as at 31 December 2020
Download the Shariah Fund factsheet as at 30 September 2020
Download the Shariah Fund factsheet as at 30 June 2020
Download the Shariah Fund factsheet as at 31 March 2020
Download the Shariah Fund factsheet as at 31 December 2019
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 2021
Download the Pre-Retirement Fund factsheet as at 30 June 2021
Download the Pre-Retirement Fund factsheet as at 31 March 2021
Download the Pre-Retirement Fund factsheet as at 31 December 2020
Download the Pre-Retirement Fund factsheet as at 30 September 2020
Download the Pre-Retirement Fund factsheet as at 30 June 2020
Download the Pre-Retirement Fund factsheet as at 31 March 2020
Download the Pre-Retirement Fund factsheet as at 31 December 2019
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 2021
Download the Annuity Fund factsheet as at 30 June 2021
Download the Annuity Fund factsheet as at 31 March 2021
Download the Annuity Fund factsheet as at 31 December 2020
Download the Annuity Fund factsheet as at 30 September 2020
Download the Annuity Fund factsheet as at 30 June 2020
Download the Annuity Fund factsheet as at 31 March 2020
Download the Annuity Fund factsheet as at 31 December 2019
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 2021
Download the Cash Fund factsheet as at 30 June 2021
Download the Cash Fund factsheet as at 31 March 2021
Download the Cash Fund factsheet as at 31 December 2020
Download the Cash Fund factsheet as at 30 September 2020
Download the Cash Fund factsheet as at 30 June 2020
Download the Cash Fund factsheet as at 31 March 2020
Download the Cash Fund factsheet as at 31 December 2019
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 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.