| 31 March 2025 | 31 March 2026 |
|---|
| £000's | £000's |
|---|
| Fixed interest securities | 16,215 | 17,365 |
|---|
| Equity dividends | - | 26 |
|---|
| Pooled investments | 17,197 | 15,475 |
|---|
| Interest and cash deposits | 2,272 | 2,137 |
|---|
| Total before taxes | 35,684 | 35,003 |
|---|
| Taxes on income | (2) | - |
|---|
| Total Investment Income | 35,682 | 35,003 |
|---|
The table shows the analysis of investments held by the Fund as at 31 March 2026:
| Market Value
31 March 2025
£000s | Market Value
31 March 2026
£000s |
|---|
| Investment Assets | | |
|---|
| 1Equities | 150 | 220 |
|---|
| Bonds | 319,738 | 430,808 |
|---|
| Pooled Funds | | |
|---|
| Fixed Income Unit Trusts | 13,367 | 12,483 |
|---|
| Multi Asset Credit | 68,510 | 72,564 |
|---|
| 2Infrastructure Funds | 57,389 | 76,989 |
|---|
| Global Equity | 1,030,142 | 1,010,249 |
|---|
| Sub total | 1,169,408 | 1,172,285 |
|---|
| Other Investments | | |
|---|
| Pooled Property Investments | 70,979 | 122,283 |
|---|
| 2Private Equity | 4,837 | 4,037 |
|---|
| Private Debt | 55,279 | 61,401 |
|---|
| Sub total | 131,095 | 187,721 |
|---|
| Cash Deposits | 53,117 | 104,731 |
|---|
| Investment Income Due | 6,193 | 4,765 |
|---|
| Amounts Receivable for Sales | 1,600 | - |
|---|
| 60,910 | 109,496 |
|---|
| | |
| Total Investment Assets | 1,681,301 | 1,900,530 |
|---|
| Investment liabilities | | |
|---|
| Amounts payable for purchases | (2,882) | (734) |
|---|
| Total Investment Assets | 1,678,419 | 1,899,796 |
|---|