Nid ydym yn gwybod a yw'r ymateb mwyaf diweddar i'r cais hwn yn cynnwys gwybodaeth neuai peidio - os chi ywSarah Shoraka mewngofnodwch a gadael i bawb wybod.

Pension fund assets under management

We're waiting for Sarah Shoraka to read a recent response and update the status.

Dear North Yorkshire County Council,

1) Please provide in Microsoft excel format for the end of the 2018/19 financial year:

a. the sum total of pension fund assets under management;

b. full details of what the Local Government Pension Fund currently invests in, including the full name and amounts of each fund, bond, institution and investment held, by asset class or category, including specific equities;

c. full details of any investments in: renewable energy, green technologies, social housing or community wealth building or low carbon funds.

I would like to receive this information in an unlocked excel sheet without protected cells (.xls). If you have to password protect the excel sheet, please can you also provide the password to the excel sheet.

2) Please provide any Local Government Pension Fund or Council policy or strategy statements, meeting minutes, investment principles, or Investment Strategy Statements that commit to reducing investments in fossil fuel producers or to decarbonise the Fund

If one part of the request can be answered sooner than others, please send that information first followed by any subsequent data. If you need further clarification, please contact me by email.

Yours faithfully,

Sarah Shoraka

Amanda Alderson, North Yorkshire County Council

2 Atodiad

Dear Sarah,


Thank you for your email. Please see our responses to your queries below:


1a.   The total Investment Assets (excluding Cash and Debtors) as at 31
March 2019 was £3,339,826k

1b.   A breakdown of the Assets in 1a is attached

1c.   The Pension Fund does not hold specific portfolios of this type. 
However the Fund Managers who act on behalf of the Fund may invest in
these areas where it is beneficial to do so.


2.    The Pension Fund Policies and Strategies are available at:


      Minutes of the Pension Committee on 23 May 2019 and 13 September
2019 detail discussions of environmental issues and are available below:




Kind Regards     



Amanda Alderson

Senior Accountant, Integrated Finance

North Yorkshire County Council

+ County Hall, Northallerton, DL7 8AD

*e-mail: [4][email address]


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Nid ydym yn gwybod a yw'r ymateb mwyaf diweddar i'r cais hwn yn cynnwys gwybodaeth neuai peidio - os chi ywSarah Shoraka mewngofnodwch a gadael i bawb wybod.