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Our investment strategy is designed not only to give strong short-term results but also medium and long-term income resilience.

Our strategy balances attributes such as geography, asset class and sector, so that resistance to medium and longer-term market stresses in any individual sector can be mitigated.

The targeted geographical area is the East of England.

Investment in assets outside this region will be considered where opportunities to add value to the portfolio arise.

Learn more about our requirements

Portfolio Statistics

Financial Year 2023-24

Please note the following reports now reflect quarters based on the councils financial reporting periods.

Q1 = April, May and June. Q2 = July, August and September. Q3 = October, November and December. Q4 = January, February and March.

Financial Year 2022-23

Financial Year 2021-22

Financial Year 2020-21

Financial Year 2019-20

Our current portfolio is displayed below:

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