South Yorkshire Pensions Authority held a portfolio worth GBP 10.28 billion as of September 30, 2023. It is invested in private equity, real estate, infrastructure, publicly traded equities, fixed-income securities, distressed debt, direct lending, cash and other alternative asset classes. The quarterly return was 0.3%, against a benchmark return of 0.4%. The private equity portfolio was valued at GBP 1.74 billion on September 30, 2023, or 17% of the total, up from GBP 1.7 billion on June 30, 2023. Of that, GBP 605.8 million is invested in private debt strategies. The allocation is above the 10.5% target but within the target range of 10.5% to 18.5%. The quarterly private equity return was 3.4%, against a benchmark return of 2.4%. Exposure covers buyouts, diversified private equity, private debt, private equity growth expansion, co-investments, fund of funds, secondaries, mezzanine and venture capital strategies, across the globe. The plan is open to first-time funds. The infrastructure portfolio was valued at GBP 860.3 million as of September 30, 2023. The executive management team governs the fund's investments, with Ms. Sharon Smith as Assistant Director of Investment Strategy. Bidwells is the LP Consultant.
| Investor | Type | Based in | Focus | AUM | Contacts |
|---|---|---|---|---|---|
| RJ Family Office | Multi family office | Singapore | Real estate | $3.7T | 1 |
| Norges Bank Investment Management | Sovereign Wealth Fund | Oslo, Norway | Core | $1.8T | 1 |
| Morgan Stanley Investment Management | Fund of Funds | New York | Debt & credit · Core · Co-investment | $1.6T | 1 |
| SEI Investments | Fund of Funds | Oaks | Multifamily · Industrial | $1.5T | 4 |
| Blackstone Group - Fund of Funds and Secondary | Fund of Funds | New York | Multifamily · Industrial · Core | $1.1T | 16 |
| National Pension Service | Public Pension Fund | Jeonju-si, South Korea | Core · Co-investment | $800B | 1 |
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