Investments

Unit Trust holders may determine the quarterly value of their holding by clicking here.

Information on the Investments Committee of the Representative Body is available here.

Main role and functions:

• Fund management with emphasis on both capital and income
• Research – monitor developments in equity and fixed income markets and impact on investment portfolios
• Monitor performance of external investment managers
• Report to Investment Committee on Fund Performance
• Regular strategy meetings to review asset base and input into asset allocation decisions
• Provide support to Clergy pensions Fund Trustees
• Review Income targets and Total return
• Ensure compliance with ESG investment policy

Investment reports and Unit Trust information is available for both Northern Ireland and the Republic of Ireland on the left hand navigation (if you’re viewing this page on a desktop/laptop PC) or in the menu at the top right hand corner (if viewing on a mobile or tablet device).