Fund documents

The Fund’s Statement of Investment Principles (SIP)

This document sets out the principles governing the investment decisions for the Fund. The law states that we need to make this document publicly available on the website.

Statement of Investment Principles   Addendum to the Statement of Investment Principles

The SIP Implementation Statement

Each year, as part of the Fund’s report and accounts, the Trustees need to show how the investment policies set out in the SIP have been implemented during the previous year to 31 December. This is known as the `Implementation Statement’.

This Statement must:

• Describe any review of the SIP during the period covered by the Statement including an explanation of any changes to the SIP,
• Set out how, and the extent to which, in the opinion of the Trustees, the SIP has been followed during the year, and
• Describe the voting behaviour by, or on behalf of, the Trustees during the year as well as stating any use of the services of a proxy voter during that year.

Implementation statement for the Fund

You can also ask for copies of:

• The Fund’s latest report and accounts,
• The latest funding report, and
• The Fund’s Trust Deed and Rules.

To request copies, please contact Nestlé Pensions.