North Yorkshire Pension Fund

About North Yorkshire Pension Fund

North Yorkshire Pension Fund's investments are valued at GBP 4.63 billion, as of March 31, 2024, with investments in publicly traded equities, fixed-income securities, hedge funds, and cash. Its return for the quarter, 1 year, 3 years, and 5 years were 10.5%, 27.0%, -2.0%, and 15.2%, compared to the benchmark return of 9.1%, 21.0%, 10.6%, and 12.1%, respectively. Investments in private equity include private debt, direct lending, and venture capital fund strategies spread across Europe, the Americas, the Middle East, and Oceania. The pension fund is not seeking future investments in the asset class. The portfolio is not open to first-fund investments. As of March 31, 2024, the infrastructure portfolio was valued at $615.1 million. The council is the statutory administering authority for the North Yorkshire Pension Fund, which is part of the Local Government Pension Scheme (LGPS). All aspects of the fund's management and administration, including investment matters, are overseen by the Pension Fund Committee (PFC), a committee of the Council, with Mr. Angus Thompson serving as Chairman of the Pension Fund Committee. Aon Hewitt serves as the LP consultant.