2020 Annual Report and Financial Statements

CARRIER (UK) PENSION SCHEME YEAR ENDED 31 DECEMBER 2020

NOTES TO THE FINANCIAL STATEMENTS

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

Market currency risk

Market interest rate risk

Market other price risk

2020 Value

2019 Value

Credit risk

Bonds

28,982

30,005

3

2

3

1

Pooled investment vehicles;

93,732

91,746

Direct

3

1

1

1

Indirect

2

2

3

3

Derivatives

368 220

135 282

2

2

2

2

AVC investments Cash deposits and other net assets

3

1

1

3

911

1,116

3

2

1

1

124,213

123,284

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

COVID 19

Since March 2020, Covid-19 has had a profound effect on domestic and global economies, with disruption and volatility in the financial markets.

The Trustee, in conjunction with their advisers, monitor the situation closely and review any actions that are deemed to be necessary. This includes monitoring the employer covenant, the operational impact on the Scheme and the Scheme’s investment portfolio. The extent of the impact on the scheme’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.

18 Concentration of investments

Investments accounting for more than 5% of the net assets of the Scheme at the year-end date were:

Proportion of net assets (%)

Proportion of net assets (%)

2020

2019

Legal & General UK Equity Fund

17,249

13.6

15,462

12.3

Legal & General European Equity Fund - Hedged Legal & General European Equity Fund - Unhedged Legal & General North America Equity Fund - Hedged Legal & General North America Equity Fund - Unhedged Legal & General Emerging Markets Equity Fund Legal & General Over 5 years Gilts Fund

7,356 7,379 7,527

5.8 5.8 5.9

7,977 7,957 7,600

6.4 6.3 6.1

7,117 7,550

5.6 5.9

6,556 6,344

5.2 5.1

14,321

11.3

12,742

10.2

All of the above investments are pooled investment vehicles which have multiple underlying assets, none of which exceeds 5% of the net assets of the Scheme.

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