Investment benchmarks
Kingston upon Thames Pension Fund's returns are lagging investment benchmarks over three and five-year periods.
The Kingston upon Thames Pension Fund's investment returns have fallen short of their benchmarks over the three and five-year periods, according to a September 2026 story. While the fund achieved a strong quarterly return of 7.6% in the quarter ending June 2026, outperforming its benchmark of 7.3%, its one-year return of 13.7% was below the 14.7% benchmark. The fund's market value increased to £1.51 billion in the quarter ending June 2026.
Over longer terms, the fund's annual return was 10.8% over three years, underperforming its 11.1% benchmark, and 6.4% annually over five years, lagging behind its benchmark. Investment benchmarks are standards against which investment performance is measured. There are no council meetings currently scheduled to discuss investment benchmarks.
Key facts
- The Kingston upon Thames Pension Fund's market value was £1.51 billion in June 2026. Source
- The fund's quarterly return was 7.6% in the quarter ending June 2026, outperforming its benchmark. Source
- The fund's one-year return was 13.7%, below its 14.7% benchmark. Source
- The fund's three-year annual return was 10.8%, underperforming its 11.1% benchmark. Source
- The fund's five-year annual performance was 6.4%, lagging its benchmark. Source
About this summary
This summary was written automatically from our published stories and the council meeting records they draw on, with background from Wikipedia. It describes what councils have discussed and decided; it does not take a view on any decision. Each key fact links to the story it comes from. Updated 30 September 2026. Spotted a mistake? Email community@opencouncil.network.