{"organism":"Page","children":[{"organism":"Container.Raw","children":[{"organism":"Metadata","model":{"title":"SOCPF investments","text":"Learn about the investment objective for SOCPF, seeking growth, managing risk, and aligning assets with the Fund’s liabilities to secure member benefits.","links":[{"name":"SOCPF investments","value":"https://pensions.shell.co.uk/source/socpf/investments-news/socpf-investment-performance.html"}],"image":{"src":"https://pensions.shell.co.uk/source/socpf/investments-news/socpf-investment-performance/_jcr_content/root/metadata.shellimg.jpeg/1760482626136/scpf-investment.jpeg","alt":"Meadow with wild flowers","width":3840,"height":2160}},"id":"/content/shell/business/pensions/en_gb/source/socpf/investments-news/socpf-investment-performance/jcr_content/root/metadata"},{"organism":"ContentOwner","model":{},"id":"/content/shell/business/pensions/en_gb/source/socpf/investments-news/socpf-investment-performance/jcr_content/root/contentowner"},{"organism":"Container.Header","children":[{"organism":"Container.Raw","ref":"https://pensions.shell.co.uk/source/socpf/_jcr_content/root/header/inherited.model.json","id":"/content/shell/business/pensions/en_gb/source/socpf/investments-news/socpf-investment-performance/jcr_content/root/header/inherited","model":{}},{"organism":"Breadcrumb","model":{"links":[{"name":"Home","value":"https://pensions.shell.co.uk/"},{"name":"Welcome to the Source","value":"https://pensions.shell.co.uk/source.html"},{"name":"SOCPF","value":"https://pensions.shell.co.uk/source/socpf.html"},{"name":"SOCPF investments","value":"https://pensions.shell.co.uk/source/socpf/investments-news.html"},{"name":"SOCPF investments","value":"https://pensions.shell.co.uk/source/socpf/investments-news/socpf-investment-performance.html"}]},"id":"/content/shell/business/pensions/en_gb/source/socpf/investments-news/socpf-investment-performance/jcr_content/root/header/breadcrumb"}],"id":"/content/shell/business/pensions/en_gb/source/socpf/investments-news/socpf-investment-performance/jcr_content/root/header","model":{}},{"organism":"Container.Main","children":[{"organism":"Container.Section","children":[{"organism":"PageHeader","color":"inherited","model":{"title":"SOCPF investments","text":"\u003Cp\u003EOur main investment aim is to make sure there’s enough money to pay the benefits due to members. We work to achieve this with a low-risk investment strategy.\u003C/p\u003E\r\n\r\n\r\n\r\n\r\n","image":{"src":"https://pensions.shell.co.uk/source/socpf/investments-news/socpf-investment-performance/_jcr_content/root/main/section/page_header.shellimg.jpeg/1760482262095/scpf-investment.jpeg","alt":"Meadow with wild flowers","width":3840,"height":960}},"id":"/content/shell/business/pensions/en_gb/source/socpf/investments-news/socpf-investment-performance/jcr_content/root/main/section/page_header"},{"organism":"PromoSimple.Text","color":"inherited","id":"/content/shell/business/pensions/en_gb/source/socpf/investments-news/socpf-investment-performance/jcr_content/root/main/section/text","model":{"text":"\u003Ch2\u003EInvestment performance\u003C/h2\u003E\r\n\u003Cp\u003EThe table below shows the SOCPF’s performance over the year to 31 December 2024 and over the last three and five-year periods, compared with its investment benchmark:\u003C/p\u003E\r\n\u003Ctable cellpadding=\"1\" cellspacing=\"0\" border=\"1\" width=\"200\" height=\"100\"\u003E\r\n\u003Ctbody\u003E\u003Ctr\u003E\u003Cth scope=\"col\"\u003E \u003C/th\u003E\r\n\u003Cth scope=\"col\"\u003E1 yr\u003C/th\u003E\r\n\u003Cth scope=\"col\"\u003E3 yrs\u003C/th\u003E\r\n\u003Cth\u003E5 yrs\u003C/th\u003E\r\n\u003C/tr\u003E\u003Ctr\u003E\u003Ctd\u003EActual performance\u003C/td\u003E\r\n\u003Ctd\u003E-6.2%\u003C/td\u003E\r\n\u003Ctd\u003E-10.6%\u003C/td\u003E\r\n\u003Ctd\u003E-2.8%\u003C/td\u003E\r\n\u003C/tr\u003E\u003Ctr\u003E\u003Ctd\u003EBenchmark\u003C/td\u003E\r\n\u003Ctd\u003E-6.5%\u003C/td\u003E\r\n\u003Ctd\u003E-10.6%\u003C/td\u003E\r\n\u003Ctd\u003E-2.7%\u003C/td\u003E\r\n\u003C/tr\u003E\u003C/tbody\u003E\u003C/table\u003E\r\n\u003Cp\u003EAll percentages are adjusted to give an annual rate.\u003C/p\u003E\r\n"}}],"id":"/content/shell/business/pensions/en_gb/source/socpf/investments-news/socpf-investment-performance/jcr_content/root/main/section","model":{}},{"organism":"Container.Section","color":"brand1-subtle","children":[{"organism":"PromoSimple.Text","color":"brand1","colspan":6,"id":"/content/shell/business/pensions/en_gb/source/socpf/investments-news/socpf-investment-performance/jcr_content/root/main/section_1100361364/text","model":{"title":"The funding Journey Plan","text":"\u003Cp\u003EThe investment performance in the table above is not a concern, as it reflects movements in liability values, which the strategy is designed to match. \u003Cb\u003EThe stable funding level shows this approach is working\u003C/b\u003E.\u003C/p\u003E\r\n\u003Cp\u003EOur plan is to reduce reliance on Company contributions by moving from higher-risk, return-seeking assets to lower-risk investments that align more closely with future pension payments.\u003C/p\u003E\r\n"}},{"organism":"PromoSimple.Text","color":"brand1","colspan":6,"id":"/content/shell/business/pensions/en_gb/source/socpf/investments-news/socpf-investment-performance/jcr_content/root/main/section_1100361364/text_copy","model":{"title":"How the assets are invested","text":"\u003Cp\u003EThis table shows how the Fund’s assets were invested 
at 31 December 2024.\u003C/p\u003E\r\n\u003Ctable cellpadding=\"1\" cellspacing=\"0\" border=\"1\" width=\"200\" height=\"100\"\u003E\r\n\u003Ctbody\u003E\u003Ctr\u003E\u003Ctd\u003E\u003Cb\u003ELiability matching assets\u003C/b\u003E\u003C/td\u003E\r\n\u003Ctd\u003E\u003Cspan style=\"font-weight: normal;\"\u003E55%\u003C/span\u003E\u003C/td\u003E\r\n\u003C/tr\u003E\u003Ctr\u003E\u003Ctd\u003E\u003Cb\u003EReturn seeking assets\u003C/b\u003E\u003C/td\u003E\r\n\u003Ctd\u003E45%\u003C/td\u003E\r\n\u003C/tr\u003E\u003C/tbody\u003E\u003C/table\u003E\r\n"}}],"id":"/content/shell/business/pensions/en_gb/source/socpf/investments-news/socpf-investment-performance/jcr_content/root/main/section_1100361364","model":{}},{"organism":"Container.Section","color":"brand1-subtle","children":[{"organism":"Container","children":[{"organism":"PromoCard","color":"brand1","colspan":4,"id":"/content/experience-fragments/shell/business/pensions/socpf-you-may-also-be-interested-in/master/jcr_content/root/promo_copy_copy_copy_893473601","model":{"title":"SOCPF funding position","links":[{"value":"https://pensions.shell.co.uk/source/socpf/funding-news/socpf-funding.html"}],"image":{"src":"/content/experience-fragments/shell/business/pensions/socpf-you-may-also-be-interested-in/master/_jcr_content/root/promo_copy_copy_copy_893473601.shellimg.jpeg/1760483769021/windmill-in-a-field.jpeg","alt":"Windmills for wind power 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Robertson","links":[{"value":"https://pensions.shell.co.uk/source/socpf/trustee-news/a-message-from-ian-robertson.html"}],"image":{"src":"/content/experience-fragments/shell/business/pensions/socpf-you-may-also-be-interested-in/master/_jcr_content/root/promo_copy_112974839_1161360965.shellimg.jpeg/1760483786440/ian-robertson.jpeg","alt":"Ian Robertson","width":3840,"height":2160}}}],"id":"/content/shell/business/pensions/en_gb/source/socpf/investments-news/socpf-investment-performance/jcr_content/root/main/section_896162971/experience_fragment","model":{}}],"id":"/content/shell/business/pensions/en_gb/source/socpf/investments-news/socpf-investment-performance/jcr_content/root/main/section_896162971","model":{"title":"You may also be interested 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benefits.","links":[{"name":"canonical","value":"https://pensions.shell.co.uk/source/socpf/investments-news/socpf-investment-performance.html"},{"name":"errorUrl","value":"https://pensions.shell.co.uk/error.html"},{"name":"hierarchy","value":"en_gb/source/socpf/investments-news/socpf-investment-performance"},{"name":"homeTitle","value":"Shell Pensions in the UK"},{"name":"homeUrl","value":"https://pensions.shell.co.uk/"},{"name":"locale","value":"en-GB"},{"name":"title","value":"SOCPF investments | Shell Pensions in the UK"},{"name":"textDirection","value":"ltr"},{"name":"template","value":"base"},{"name":"contentPath","value":"/content/shell/business/pensions/en_gb/source/socpf/investments-news/socpf-investment-performance"},{"name":"externalDisclaimerText","value":"Shell plc Legal Disclaimer\r\nYou are now leaving the Shell global website.\r\nThe link you have selected will direct you to a website that is not controlled by Shell plc or any member of the Shell Group. Accordingly, neither Shell plc nor any member of the Shell Group endorses, adopts, certifies or otherwise validates the information and material contained on the linked website. 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