Fund Investments
This page contains details of the Fund's investments along
with the relevant documents.
Investment Advice
Nothing in this website should be regarded as investment
advice. Although reasonable care has been takes to ensure that the information
set out herein is accurate, no representation or warranty, express or implied,
is made as to its accuracy or completeness. In particular, no representation or
warranty is given as to the accuracy or completeness of information supplied by
third parties. The West Midlands Pension Fund/Wolverhampton City Council accepts
no liability for any errors or omissions herein whether by itself or its
affiliates or by any third party. Information on this website may be changed
without prior notice. These disclaimers do not restrict or exclude any duties or
liabilities which may exist under the Financial Services and Markets Act 2000 or
applicable
(Please read the Fund's full
disclaimer which can be found here ......>>>)
These documents cover such items as Corporate Governance (and
the relevant voting activity), the Funds policy on Funding Strategy
(Funding Strategy Statement) and the Fund's Statement of Investment Principles
(SIP). If you have any questions on any of the documents listed or would prefer
to receive a paper copy of any document shown, please contact us using the
information provided below.
 |
Fund investment issues are handled by the Investments Division, which is led by Ms J Saunders, Chief Investment Officer. The Investments Division can be
contacted |
West Midlands Pension Fund Tel: +44 (0)1902 552091 Fax: +44 (0)1902 554655 To contact the Fund from within the UK please telephone: 0300 111 1665 The Fund's email address is: PensionFundEnquiries@wolverhampton.gov.uk |
|
Ms J Saunders Chief Investment Officer |
|
Proposal to appoint Project Manager - 11a Lower Regent Street, London SW1
Statement by the Fund in relation to
the Express & Star article (25 June 2010) >>>
To read the article click here >>>
£3bn black hole in public sector pensions Friday 25th June 2010 >>>
Statement by the Fund in relation to BP (11 June 2010) >>>
LGPS Issues September 2009 (including Deprivation Data) >>>
Pension Fund NOT Madoff Investor >>>
Assets held by the Fund as at 31 March 2009 >>>
Assets held by the Fund as at 31 March 2010 >>>
Review of Investment Strategy (as at 31 10 2007) >>>
| Compliance with the UK Stewardship Code for Institutional Investors >>> |
 |
| Compliance with the Myners' Principles >>> |
 |
Report & Accounts of the Fund >>> |
 |
| Valuation of the Fund as at 31 March 2007 |
 |
| Governance Compliance Statement |
 |
| Funding Strategy Statement (FSS) |
 |
| Statement of Investment Principles (SIP) |
 |
| Investment Strategy Statement |
 |
| Socially Responsible Investment
(SRI) Statement |
 |
Corporate Governance Policy & Activity
The Fund's Corporate Governance Policy
Activity 2010
Activity 2009
September 2009 - November 2009
Activity 2008
Activity 2007
Activity 2006
Activity 2005
Activity 2004
Activity 2003
Activity 2002
Disclaimer ... Please Read This Notice ...
Please
Read This Notice.
While every care
has been taken in the compilation of this information and every attempt made to
present up-to-date and accurate information, we cannot guarantee that
inaccuracies will not occur.
The West Midlands Pension Fund/Wolverhampton City Council
will not be held responsible
for any loss, damage or inconvenience caused as a result of any inaccuracy or
error within these pages.
Links from this site lead to pages maintained by other
organisations. These are provided purely for your convenience.
They do
not imply that the Council endorses or supports those organisations, the
information on their pages, or their products or services in any way. No
responsibility is assumed by the Council for the contents of their pages.
Data
Protection
To protect any personal information held on
computer, Wolverhampton City Council is registered under the Data Protection Act
1998. This allows members to check that their details held are accurate.
The West Midlands Pension Fund/Wolverhampton City Council
may if it chooses, pass certain details to a third party, if the third
party is carrying out an administrative function of the Fund - the Fund’s AVC
provider, for example. This
authority is under a duty to protect the public funds it administers, and to
this end may use information for the prevention and detection of fraud. It may
also share this information with other bodies administering public funds solely
for these purposes. Additionally the Fund may
respond to requests for personal information from other public bodies e.g. HM
Revenue & Customs (HMRC) in connection with their Statutory duties. Members have a right to see a
copy of the information held about them on application to the City Council’s
Data Protection Officer. The City Council’s Data Protection Officer can be
contacted on (01902) 554498, via E-mail at
dataprotection@wolverhampton.gov.uk
Investment Advice
Nothing in this website should be regarded as investment
advice. Although reasonable care has been takes to ensure that the information
set out herein is accurate, no representation or warranty, express or implied,
is made as to its accuracy or completeness. In particular, no representation or
warranty is given as to the accuracy or completeness of information supplied by
third parties. The West Midlands Pension Fund/Wolverhampton City Council accepts
no liability for any errors or omissions herein whether by itself or its
affiliates or by any third party. Information on this website may be changed
without prior notice. These disclaimers do not restrict or exclude any duties or
liabilities which may exist under the Financial Services and Markets Act 2000 or
applicable