Status and Details

Status and Details

This page contains information about the status, approval and implementation of this version of the document. It also contains information contact details for the subject matter expert.  To the right, a brief summary of the changes between this and the previous version is provided.

Investment Policy

Show Field Notes
Status Historic Indicates if this version of the document is in effect (Current), yet to come into effect (Future), or expired (Historic).
Effective Date 19th October 2020 This is the date on which this version of the document came into effect.
Review Date 8th October 2021 The next review of this document is scheduled to commence on this date.
Approval Authority Finance Committee The noted authority approved this is version of the document.
Approval Date 9th October 2020 This is the date on which this version of the document was approved by the authorised authority.
Expiry Date 22nd June 2022 This is the date on which this version expires. It may still apply, conditionally, after this date.
Responsible Executive David Toll
Chief Financial Officer
This is the senior officer with responsibility for the document.
Enquiries Contact David Toll
Chief Financial Officer

Financial Services
General enquiries should be directed to the officer/area listed.

Summary of Changes from Previous Version

Changes include the addition of internally managed fixed interest investments to support capital expenditure requirements and revision of the current Strategic Asset Allocation (SAA) targets to remove the Alternative investment allocation.

Clauses Amended:Policy/Schedule: 14,15 (new clause), and Section 9