Note 11 Reconciliation in Movement in Investments
| 2025/26 | Market value
1 April
2025
£000's | Purchases
2025/26
£000's | Sales
2025/26
£000's | Change in market value
2025/26
£000's | Market value
31 March
2026
£000's |
|---|
| Bonds | 319,738 | 368,604 | (259,695) | 2,161 | 430,808 |
|---|
| 3Pooled Investments | 1,174,245 | 435,876 | (606,204) | 173,205 | 1,172,285 |
|---|
| Pooled Property Investments | 70,979 | 83,563 | (33,555) | 1,296 | 122,283 |
|---|
| Private Debt | 55,279 | 19,700 | (12,245) | (1,333) | 61,401 |
|---|
| 3Private Equity | 4,837 | | | | |
|---|
| 4Equities | 150 | | | (801) | 4,037 |
|---|
| Cash Instruments | 13,691 | 70 | - | - | 220 |
|---|
| Total | 1,634,082 | 352,797 | (266,351) | - | 100,137 |
|---|
| Investment Cash | 39,426 | | | (2,470) | 4,722 |
|---|
| Spot FX contracts | | | | | (127) |
|---|
| Amounts receivable from Sales | 1,600 | | | | - |
|---|
| Investment Income due | 6,193 | | | - | 4,765 |
|---|
| Payable for Purchases | (2,882) | | | | (734) |
|---|
| Net investment assets | 1,678,419 | | | 172,058 | 1,899,796 |
|---|
The prior year comparator is as follows:
| 2024/25 | Market value
1 April
2025
£000's | Purchases
2025/26
£000's | Sales
2025/26
£000's | Change in market value
2025/26
£000's | Market value 31 March
2026
£000's |
|---|
| Bonds | 313,083 | 87,625 | (76,969) | (4,001) | 319,738 |
|---|
| 2Pooled Investments | 1,116,674 | 71,991 | (41,272) | 26,852 | 1,174,245 |
|---|
| Pooled Property Investments | 102,953 | 33,084 | (67,063) | 2,005 | 70,979 |
|---|
| Private Debt | 63,974 | 26,278 | (33,577) | (1,396) | 55,279 |
|---|
| 3Equities | 150 | - | - | - | 150 |
|---|
| Cash Instruments | 28,316 | 67,321 | (81,946) | - | 13,691 |
|---|
| Total | 1,625,150 | 286,299 | (300,827) | 23,460 | 1,634,082 |
|---|
| Investment Cash | 24,656 | | | (1,685) | 39,426 |
|---|
| Amounts receivable from Sales | 644 | | | | 1,600 |
|---|
| Investment Income due | 6,698 | | | - | 6,193 |
|---|
| Payable for Purchases | (1,513) | | | | (2,882) |
|---|
| Net investment assets | 1,655,635 | | | 29,327 | 1,678,419 |
|---|