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Learn more about our Investment Funds

Equities Fixed Income Private Markets Real Estate

  • UK LISTED EQUITY FUND

    Launched in July 2018, the UK Listed Equity Fund is internally managed and primarily invests in UK-listed companies. The Fund has adopted a low-risk approach and aims to outperform the FTSE All-Share by at least 1% a year over rolling three-year periods.

  • OVERSEAS DEVELOPED MARKETS EQUITY FUND

    Launched in July 2018, the Overseas Developed markets Equity Fund is internally managed and invests in the listed equities issued by overseas companies in developed countries (United States, Japan, Pacific ex-Japan, and Europe ex-UK). It aims to outperform a composite benchmark by at least 1% a year over rolling three-year periods.

  • EMERGING MARKETS EQUITY FUND

    Launched in October 2018, the Emerging Markets Equity Fund is a hybrid fund which blends internal management with an externally managed China sleeve. It primarily invests in listed equities issued by companies in emerging market economies. It aims to outperform the FTSE Emerging Markets index by at least 1.5% a year over rolling three-year periods.

  • UK LISTED EQUITY ALPHA FUND

    Launched in December 2018, the externally managed UK Listed Equity Alpha Fund combines four complementary investment strategies which primarily invest in listed equities on the UK market. It aims to outperform the FTSE All Share index by 2% a year.

  • GLOBAL EQUITY ALPHA FUND

    Launched in October 2019, the Global Equity Alpha Fund is externally managed and combines seven complementary investment styles (five global and two emerging market) to create a portfolio of global listed equities. It aims to outperform the MSCI ACWI by 2% a year.

  • LISTED ALTERNATIVES FUND

    Launched in February 2022, the Listed Alternatives Fund is internally managed and invests in listed equities that provide exposure to alternative assets.

  • EMERGING MARKETS EQUITY ALPHA FUND

    Launched in August 2023, the externally managed Emerging Markets Equity Alpha Fund combines two China and two ex China investment strategies. It primarily invests in listed equities issued by companies operating in emerging market economies. It aims to outperform the MSCI Emerging Markets index by at least 2% over rolling three year periods.

  • Sterling Index-Linked Bond Fund

    Launched in October 2020, the internally managed Sterling Index-Linked Bond Fund invests in the inflation-linked debt of the UK government, as well as sterling denominated corporate and supranational inflation-linked debt. It aims to outperform the total return of the FTSE A Index Linked Gilts > 15 years Index by at least 0.2% over rolling five year periods.

  • Sterling Investment Grade Credit Fund

    Launched in March 2020, the externally managed Sterling Investment Grade Credit Fund invests primarily in sterling-denominated debt of investment grade companies via three complementary managers. It aims to outperform the iBoxx Sterling Non-Gilts Index by at least 0.6% a year over rolling five year periods.

  • Multi Asset Credit Fund

    Launched in November 2021, the externally managed Multi-Asset Credit Fund is a hybrid fund that blends one internally-managed and five externally-managed specialist mandates to provide a broad exposure to global credit markets. It aims to outperform the Sterling Overnight Interbank Average (SONIA) by 3-4% over rolling five-year periods.

  • Infrastructure

    The Infrastructure offering targets investments into infrastructure assets and related companies, with the objective of delivering long-term annual net returns of 8% generated through a combination of income and capital return. Infrastructure investments provide exposure to assets that deliver, or facilitate, essential services which support economic growth, generate productivity and underpin societal and business operations.

  • Private Equity

    The Private Equity offering aims to invest into private companies via equity positions, with the objective of delivering a long-term annual net return of 10%. Investments will be made on a global basis across a range of strategies (‘Buyout’, ‘Special Situations’, ‘Growth’ and ‘Venture’), geographies and company size. Such investments typically provide long term capital to privately traded companies in order to support growth or provide liquidity to shareholders.

  • Private Credit

    The Private Credit offering seeks to invest in a variety of private credit instruments, with the objective of delivering a long-term annual net return of 6%. Private credit investments typically provide capital to privately held companies to support growth, refinancing, mergers and acquisitions, or to provide liquidity or capital structuring solutions.

  • Climate Opportunities

    The Climate Opportunities offering seeks investments that will have a material positive impact on climate change and support long-term net zero carbon emission goals with the objective of delivering a long-term annual net return of 8%. It includes investments across private equity, infrastructure and private credit.

  • UK Opportunities

    The UK Opportunities offering seeks investments that contribute to the growth of the UK economy with the objective of delivering a long-term annual net return of 8%. It includes investments across real estate, private equity, infrastructure and private credit.

  • Global Core Fund

    The Global Core Fund, launched November 2023, provides exposure to real estate investments seeking a mainly income driven return profile. The initial phase of the Core Fund involves investing cash commitments and transferring legacy allocations from participating Partner Funds. This is expected to take approximately two years at which point the fund, which is open-ended, will be open to annual subscriptions from all Partner Funds.

  • Global Value-Add Fund

    The Global Value-Add fund, launched November 2023, seeks a mainly capital appreciation return, enabling Partner Funds to seek additional returns to complement and provide diversification to their existing portfolio of growth assets. The Fund has an initial three-year period to make commitments to investee funds.

  • UK Real Estate Fund

    The initial sub-fund of the Border to Coast UK Real Estate Authorised Contractual Scheme (The Border to Coast UK Real Estate Main Fund) launched in October 2024. The Border to Coast UK Real Estate Main Fund leverages the benefits of scale gained by pooling for Partner Funds, providing cost-effective access to a portfolio of UK properties, broadening access to higher-quality assets and new real estate sectors. In addition, the fund diversifies risk and strengthens the implementation of responsible investment.