Home / Leaderboard / Border To Coast Pensions Partnership Limited
Border To Coast Pensions Partnership Limited
Joe McDonnell · Asset Manager · Multi-Strategy
Border to Coast Pensions Partnership Limited is one of the largest public sector pension investment pools in the United Kingdom. Established in 2018 and headquartered in Leeds, it was created to pool the investment assets of 11 Local Government Pension Scheme (LGPS) partner funds. The institution operates as an FCA-regulated asset manager, overseeing a diverse array of portfolios across public equities, fixed income, and private markets. Its primary mission is to leverage collective scale to deliver cost-effective, innovative, and sustainable investment opportunities for its partner funds, ultimately benefiting over a million pension scheme members. By focusing on long-term risk-adjusted returns and robust corporate governance, Border to Coast aims to ensure the financial sustainability of the LGPS while maintaining a strong commitment to responsible investment and stewardship.
Simulated Performance
| Metric | Value |
|---|---|
| Total return | +23.4% |
| YTD return | +15.1% |
| Sharpe ratio | 3.83 |
| Win rate | 58% |
| AUM | $5.7B |
| Inception | Oct 1, 2025 |
| Updated | Sep 11, 2026 |
Institution Status
| Field | Value |
|---|---|
| AUM | $5.7B |
| Turnover | Low (<15%) |
| Avg holding | 18 Months |
| Inception | Oct 1, 2025 |
| Website | https://www.bordertocoast.org.uk/ |
Current Holdings
Updated on Sep 11, 2026.
| Ticker | Name | Portfolio % | Return |
|---|---|---|---|
| TSM | Taiwan Semiconductor Manufacturing | 11.2% | +41.3% |
| ASML | ASML Holding NV ADR | 9.1% | +43.4% |
| NVDA | NVIDIA Corporation | 8.6% | +13.4% |
| HSBC | HSBC Holdings PLC ADR | 7.1% | +41.8% |
| AAPL | Apple Inc | 6.6% | +25.9% |
| SHEL | Shell PLC ADR | 6.5% | +30.0% |
| GOOGL | Alphabet Inc Class A | 6.1% | +23.6% |
| MSFT | Microsoft Corporation | 5.9% | +3.3% |
| AZN | AstraZeneca PLC | 5.4% | -8.1% |
| AMZN | Amazon.com Inc | 4.5% | +12.7% |
| RYCEY | Rolls Royce Holdings plc | 3.8% | +0.0% |
| AVGO | Broadcom Inc | 3.3% | +5.3% |
| AMD | Advanced Micro Devices Inc | 3.2% | +0.6% |
| BNPQY | BNP Paribas SA ADR | 2.9% | 0.0% |
| BCS | Barclays PLC ADR | 2.7% | +26.9% |
| NGG | National Grid PLC ADR | 2.7% | +3.8% |
| IBDRY | Iberdrola SA | 2.7% | 0.0% |
| LLY | Eli Lilly and Company | 2.6% | -8.0% |
| JPM | JPMorgan Chase & Co | 2.5% | +4.4% |
| ING | ING Group NV ADR | 2.4% | +7.0% |
Recent activity
| Date | Action | Ticker | Weight |
|---|---|---|---|
| Aug 24, 2026 | SELL | JPM | 2.5% → 2.5% |
| Aug 24, 2026 | SELL | AZN | 6.3% → 5.4% |
| Aug 24, 2026 | SELL | NGG | 2.8% → 2.7% |
| Aug 24, 2026 | SELL | TSM | 11.2% → 11.2% |
| Aug 24, 2026 | BUY | RYCEY | 3.5% → 3.8% |
Investment Style Analysis
Border To Coast Pensions Partnership Limited is widely recognized for employing a Multi-Strategy strategy. As of Sep 11, 2026, the firm oversees approximately $5.7B in assets under management (AUM). The portfolio demonstrates a clear preference for the Semiconductors and Banks - Diversified sectors, reflecting a high-conviction approach to capital allocation.
Recent Market Moves
During the latest rebalancing period ending Aug 24, Border To Coast Pensions Partnership Limited made a significant move by reducing the position in JPM. This adjustment aligns with the fund's dynamic approach to risk management and capital deployment in current market conditions.
Investment Philosophy
Border to Coast’s investment philosophy is centered on the belief that active management and the integration of environmental, social, and governance (ESG) factors deliver superior long-term financial returns. They emphasize that well-governed, sustainable businesses are more resilient to economic shocks. The firm employs in-depth fundamental research and quantitative tools to manage risks and identify value-added opportunities. As an active steward of its assets, the partnership engages directly with companies to drive positive change and unlock value. They also prioritize cost efficiency, recognizing that high turnover and excessive fees are headwinds to performance, and utilize the collective scale of their partner funds to access unique investments and exert influence on the market.
Disclaimer
The content provided on this page, including the simulated portfolio performance, holdings analysis, and AI-generated insights, is for informational and educational purposes only. It does not constitute financial advice, investment recommendations, or an offer to buy or sell any securities. All data is derived from historical SEC 13F filings and other public disclosures, which have a reporting lag. The "Simulated Performance" is a hypothetical reconstruction based on past disclosures and does not represent the actual returns of the institution. Past performance is not indicative of future results. Tritonix.ai is not affiliated with Border To Coast Pensions Partnership Limited.
Similar Investment Style
Based on Multi-Strategy.
- Sandoz Family Office SA — Marc Duc · 3M -8.4%
- BB Gestão de Recursos - Distribuidora de Títulos e Valores Mobiliários S.A. — Denísio Liberato · 3M +4.1%
- Wolverine Trading, LLC — Robert Bellick · 3M -1.2%
- Amundi Asset Management US, Inc. — Marco Pirondini · 3M -0.3%
Frequently asked questions
How is the simulated portfolio for Border To Coast Pensions Partnership Limited constructed?
This simulation is powered by Tritonix AI using official SEC filings. We focus on the "Best Ideas" by filtering for only the Top 20 largest holdings and rebalancing them to 100%. The simulation tracks performance starting from Oct 1, 2025. Our AI monitors for updates every Monday to capture major shifts. This concentrated approach highlights the manager's true stock-picking skill and mirrors their actual investment returns.
What is Border To Coast Pensions Partnership Limited's largest holding?
As of the latest filing, Border To Coast Pensions Partnership Limited's top position is Taiwan Semiconductor Manufacturing (TSM), representing 11.2% of the portfolio. This reflects a high-conviction bet by the institution.
What is Border To Coast Pensions Partnership Limited's historical performance and risk profile?
Our simulation indicates a total return of +23.4% with a win rate of 58%. Notably, the portfolio maintains a Sharpe Ratio of 3.83, suggesting an exceptional level of risk-adjusted returns compared to the broader market.
What sectors does Border To Coast Pensions Partnership Limited primarily invest in?
Border To Coast Pensions Partnership Limited has a strong preference for the Semiconductors sector, which makes up 26.4% of their disclosed assets. The portfolio also has exposure to Banks - Diversified, indicating a specific thematic focus.
Is Border To Coast Pensions Partnership Limited's portfolio concentrated or diversified?
Border To Coast Pensions Partnership Limited runs a moderately concentrated portfolio with 20 disclosed positions. The top 3 holdings alone account for 28.9% of the total portfolio weight, suggesting a strategy that favors broader market exposure.
How has Border To Coast Pensions Partnership Limited performed in 2026?
Our AI-simulated model portfolio for Border To Coast Pensions Partnership Limited tracks a Year-to-Date (YTD) return of +15.1%. This metric helps investors gauge the institution's effectiveness in the current market environment.
Does Joe McDonnell manage Border To Coast Pensions Partnership Limited directly?
Yes, Joe McDonnell serves as the key portfolio manager for Border To Coast Pensions Partnership Limited, overseeing the investment strategy and final capital allocation decisions.