The Redbridge Pension Fund has demonstrated strong performance, outperforming its benchmark over most measured periods, according to a recent review.
The fund's total assets under management reached £1,181.104m as of 31 December 2025, an increase of £86.924m from the previous quarter. This marks a significant growth from £1,051,248 as of 31 March 2025, as detailed in the Pension Fund Quarterly Update to the 31 December 2025
report.
Overall, the fund's investments surpassed the benchmark across all measurable periods, with the exception of the five-year timeframe, as of 31 December 2025. While individual portfolios showed mixed returns, the fund's aggregate performance indicates a positive trend.
Performance Figures:
- Quarter to 31 December 2025: Fund Return 2.34%, Benchmark Return 3.23%, Relative Return (0.89)%
- 1 Year: Fund Return 10.32%, Benchmark Return 10.40%, Relative Return (0.08)%
- 3 Years: Fund Return 9.68%, Benchmark Return 9.27%, Relative Return 0.41%
- 5 Years: Fund Return 4.91%, Benchmark Return 5.98%, Relative Return (1.07)%
- 10 Year: Fund Return 7.14%, Benchmark Return 6.65%, Relative Return 0.49%
Global equity markets saw an increase during the quarter, particularly in the healthcare, communications, and technology sectors. Bond yields experienced mixed results, with US Treasury yields rising and UK yields falling, leading to increased bond prices.
The fund's asset allocation shows a commitment to various funds, including the LCIV UK Housing Fund and the Nature Based Fund. The report detailed that the fund had underperformed its benchmark over the quarter and the one-year and five-year periods, but outperformed over the three-year and ten-year periods.
More information can be found in the Pension Fund Quarterly Update to the 31 December 2025
report here.
