UTC (UK) Pension Scheme - Annual Report & Chair's Statement

Docusign Envelope ID: 7C07248F-983B-4F8B-904D-FCB9B680B5CE

THE UTC COMMON INVESTMENT FUND

NOTES TO THE FINANCIAL STATEMENTS YEAR ENDED 31 DECEMBER 2023

The CIF manages this exposure by investing in pooled funds that invest in a diverse portfolio of instruments across various markets.

At the year end, the CIF’s exposure to investments subject to other price risk was:

2023 Value

2022 Value

129,424

Equity PIVs

150,543

32,204

Diversified Growth Fund PIVs

65,796

39,015

Absolute Return Fund PIVs

76,806

7,096

Property PIVs

36,895

214,649

Secure Income PIVs

116,554

422,388

446,594

Other matters

During 2023/2024, geopolitical issues (such as Russia’s war in Ukraine) and economic issues (such as increases in the rates of inflation and interest rates and movements in foreign currencies) have had a profound effect on domestic and global economies, with disruption and volatility in the financial markets. The Administrator, in conjunction with its advisers, monitors the situation closely and determines any actions that are considered to be necessary. This includes monitoring the CIF’s investment portfolio and the operational impact on the CIF. The extent of the impact on the CIF’s investment portfolio, including financial performance, will depend on future developments in financial markets and the overall economy, all of which are uncertain and cannot be predicted. Since the year end, the value of the CIF’s investment asse ts and investment liabilities have been impacted. Whilst the Administrator monitors the overall position, it has not, at this time, quantified the change (being an increase or decrease) in market value of the investment assets and investment liabilities as markets remain fluid and unpredictable and therefore such an estimate cannot be made.

The following table summarises the extent to which the various classes of investments are affected by financial risks:

Credit risk

Market currency risk

Market interest rate risk

Market other price risk

2023 Value

2022 Value

1,172,762

Bonds

1,145,443

3

2

3

1

Pooled investment vehicles;

464,673

482,870

Direct

3

1

1

1

Indirect

2

2

3

3

2,679

Derivatives - net Cash deposits and other net assets

(1,675)

2

2

2

2

7,842

11,338

3

2

2

1

Repurchase agreements

(312,247)

(311,399)

2

1

3

1

Total

1,335,709

1,326,577

In the table above, a risk rating ‘ 1 ’ is deemed none/hardly any risk, ‘ 2 ’ is partial and ‘ 3 ’ is significant.

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