Eskom Pension and Provident Fund (EPPF)

The Eskom Pension and Provident Fund (EPPF) provides retirement fund administration services for the members of the EPPF. The membership of the EPPF comprises in-service members, deferred pensioners, pensioners, and beneficiaries.

Country

South Africa

AUM ($B, AS AT DATE OF ASSET ALLOCATION)

$11

Performance (%, 1YR)

14.23

Chief Executive

Shafeeq Abrahams

Chief Investment Officer

Sonja Saunderson

Chair

Caroline Mary Henry

Asset allocation

37% Domestic Equities

25% Global Equities

13% SA Inflation-Linked Bonds

6% Domestic Property

6% Emerging Market Equity

5% Domestic Nominal Bonds

8% Other

Website

View the annual report

Global Pension Transparency Benchmark country system description

Asset allocation as of June 30, 2023. All information is as per the most recent annual report or other publicly available data via the fund's website

Responsible investing disclosures more transparent

The increased adoption of RI principles was clearly visible in this second iteration of the Global Pension Transparency Benchmark. Scores within the RI factor saw the largest year-over-year increase with the average score across all funds increasing by 6.9, so where were these increased scores most evident?

Why disclosure and communication are key to pension excellence

Comprehensive, holistic value disclosures and compelling communication are key benchmarks for pension funds. This has been confirmed by the first year experience working with leading global pension funds for the Global Pension Transparency Benchmark, a collaboration between Top1000funds.com and CEM Benchmarking. In year two, in recognition of this belief and communication excellence, we have decided to award bonus points to funds preparing Framework integrated annual reports. Mike Heale looks at four examples of pension funds already using the Framework.