Updated:
NMR Pension Fund
The NMR Pension Fund was established to deliver retirement benefits to staff of N M Rothschild & Sons Limited. The Corporate Trustee, NMR Pension Trustee...
Overview
The NMR Pension Fund was established to deliver retirement benefits to staff of N M Rothschild & Sons Limited. The Corporate Trustee, NMR Pension Trustee Limited, oversees governance and investment strategy. The fund allocates across UK commercial real estate in office, retail and industrial sectors plus liability-driven investments using gilts and swap overlays. It also holds positions in equity index funds from Legal & General and BlackRock for the DC section growth phase. Geographic exposure centers on the United Kingdom with additional commitments to global agriculture and private equity programmes. The fund reports 398 million USD in assets. It maintains service relationships with LCP as investment advisor, Redington as consultant, Fidelity as platform provider and PwC as auditor. Recent activity includes a March 2025 SIP review in London covering ESG integration and asset allocation. The fund is sponsored directly by N M Rothschild & Sons Limited, creating a captive structure tied to the Rothschild & Co group with trustee oversight by NMR Pension Trustee Limited.
General information
Firm type
Pension Fund
Year founded
2009
Location
Region
Europe
Country
United Kingdom
City
London
Corporate office
30, Rue du Rhône
Sector focus
Frequently asked questions
Who sponsors the NMR Pension Fund?
N M Rothschild & Sons Limited acts as the sponsoring employer.
What asset classes does the NMR Pension Fund hold?
The fund holds UK commercial property, LDI portfolios of gilts and swaps, and equity index funds from Legal & General and BlackRock.
Does the NMR Pension Fund have an ESG policy?
The fund maintains a formal Responsible Investment Policy, is a PRI signatory since January 2022, and participates in the Net Zero Asset Managers initiative.
What is the NMR Pension Fund's ticket size range for alternative investments?
The fund targets alternative allocations between 5 million and 25 million USD per ticket.
Which service providers support the NMR Pension Fund?
LCP serves as investment advisor, Redington as consultant, Fidelity as platform provider and PwC as auditor.
Profile maintained by Altss. Updated: . To correct this record or make a privacy request, send the page URL and your evidence to privacy@altss.com; corrections are free.
Need institutional-grade insight on pension funds?
Altss delivers:
Prefer a guided tour?
We’ll walk you through: