2020 Annual Report and Financial Statements

CARRIER (UK) PENSION SCHEME YEAR ENDED 31 DECEMBER 2020

NOTES TO THE FINANCIAL STATEMENTS

The Scheme’s investment assets and liabilities have been included at fair value within these categories as follows:

2020 Total

Level

(1)

(2)

(3)

Investment assets Bonds

- - - -

28,982 93,732

- -

28,982 93,732

Pooled investment vehicles

Derivatives

397

345 220

742 220 769 361

AVC investments

-

Cash

279 361

490

- -

Other investment balances

-

640

123,601

565

124,806

Investment liabilities Derivatives

-

(33)

(341)

(374) (219)

Cash

(219)

-

-

(219)

(33)

(341)

(593)

2020 Total

421

123,568

224

124,213

Analysis for the prior year end is as follows:

2019 Total

Level

(1)

(2)

(3)

Investment assets Bonds

- -

30,005 91,746

- -

30,005 91,746

Pooled investment vehicles

Derivatives

11

256

452 282

719 282 849 409

AVC investments

-

-

Cash

249 409

600

- -

Other investment balances

-

669

122,607

734

124,010

Investment liabilities Derivatives

(11)

(8)

(565)

(584) (142)

Cash

(142)

-

-

(153)

(8)

(565)

(726)

2019 Total

516

122,599

169

123,284

23

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