Pension FundRIA · CRD 312684SEC-RegisteredPrivate Fund Adviser

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Action for Children Pension Fund

Action for Children Pension Fund was established to meet pension obligations of the sponsoring UK charity. No founding year or individual wealth creator is...

Action for Children Pension Fund

Action for Children Pension Fund was established to meet pension obligations of the sponsoring UK charity. No founding year or individual wealth creator is disclosed in available records. The fund maintains a diversified allocation that includes a £40.6 million first legal charge over Action for Children freehold properties, a $172 million alternatives sleeve covering private equity and real estate funds, and a $402 million LDI and fixed income portfolio. All public equity and fixed income exposure is executed via the Central Finance Board and Epworth Investment Management platform. Geographic focus remains the United Kingdom. Assets total an estimated $613 million. The fund participates in the Charity Finance Group, the UK Stewardship Code and the Association of Member Nominated Trustees. Service providers include Trafalgar House for administration, Hymans Robertson for actuarial work and Independent Trustee Services for professional trusteeship. In June 2024 the fund appeared as a panelist at the Charity Finance Group Annual Conference on ESG topics. Investment decisions sit with the external manager CFB under Methodist ethical screens, creating a governance separation between the charity sponsor and day-to-day portfolio construction.

General information

Firm type

Pension Fund

Year founded

1869

AUM

Undisclosed

Location

Region

Europe

Country

United Kingdom

City

Boston

Corporate office

Frequently asked questions

Who runs investment decisions at Action for Children Pension Fund?

Day-to-day management is delegated to the Central Finance Board of the Methodist Church and Epworth Investment Management under an ethical investment mandate that has been in place since 2011.

Does Action for Children Pension Fund participate in fund commitments or only direct deals?

The fund holds both direct property security and fund commitments in private equity and real estate through its alternatives allocation.

How is Action for Children Pension Fund related to Action for Children?

Action for Children is the sponsoring employer and the pension fund holds a first legal charge over the charity's UK freehold properties to secure the deficit.

What investment stages does Action for Children Pension Fund typically target?

The fund targets liability-matching fixed income, alternatives and direct real estate security rather than venture or growth equity stages.

Where does the underlying wealth come from?

The assets derive from employer and member contributions to the hybrid DB-DC scheme of the UK children's charity Action for Children.

Profile maintained by using OSINT (open-source intelligence), regulatory filings, licensed data partners, and verified direct submissions. Read the methodology. Last updated: . Continuous refresh with full update cycles at least every 30 days.

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