Pension fund's investments in tobacco bonds/shares

Rob Davies made this Freedom of Information request to Calderdale Metropolitan Borough Council as part of a batch sent to 36 authorities

This request has been closed to new correspondence from the public body. Contact us if you think it ought be re-opened.

The request was partially successful.

Dear Calderdale Metropolitan Borough Council,

I am seeking information about the value of the local authority pension fund’s investment in tobacco shares and bonds, as well as the income from those investments. Please provide whatever answers you can to the following.

1. What is the most recent available value of the pension fund?

2. What is the value of the fund’s directly-held investment in shares or bonds of the following companies: British American Tobacco, Imperial Brands, Japan Tobacco International, Altria Group Inc, Philip Morris International, Universal Corp, Alliance One International?

3. What is the total combined value of the fund’s directly-held investments in the companies named above?

4. What income did the fund receive from these investments in the last 12-month period for which records are available?

5. Does the fund have any other investments in tobacco via pooled investments? What is the value of these?

6. What is the local authority’s annual spend on smoking-related illness?

7. Please supply the number of deaths attributable to smoking in the local authority areas covered by your pension fund. Your Director of Public Health or equivalent should be able to supply this figure.

If you require clarification on any of the above questions, please get in touch on 0203 353 3616, or 07415154041 or email me at [email address]

Yours faithfully,

Rob Davies

Julie Elliott, Calderdale Metropolitan Borough Council

1 Attachment

Dear Mr Davies,


Please find attached our acknowledgement letter in respect to your recent
Freedom of Information request.



Kind regards



Julie Elliott

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Janet Morris, Calderdale Metropolitan Borough Council

1 Attachment

Dear Mr Davies


Please find attached our response letter and accompanying Section 17
Notice in respect of your recent Freedom of Information Request reference


Kind regards



Janet Morris

Information Governance Officer


Information Governance Officer

CMBC Legal and Democratic Services

Town Hall

Crossley Street




Tel: 01422 392043


email: [1][email address]

Secure email: [2][email address]




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