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Peering questions

OO LE 01. Breakdown of listed equity investments by passive and active strategies (Private)

OO LE 02. Reporting on strategies that are <10% of actively managed listed equities (Not Applicable)

OO FI 01. Breakdown of fixed income investments by passive and active strategies (Private)

OO FI 02. Reporting on strategies that are <10% of actively managed fixed income (Not Applicable)

OO FI 03. Fixed income breakdown by market and credit quality

Update: this indicator has changed from "Mandatory to report, voluntary to disclose" to "Mandatory". Your response to this indicator will be published in the Public Transparency Report. This change is to enable improved analysis and peering.

FI 03.3. Additional information. [Optional]

N/A

If you are invested in private debt and reporting on ratings is not relevant for you, please indicate below

OO FI 03.2 is not applicable as our internally managed fixed income assets are invested only in private debt.

OO SAM 01. Breakdown of externally managed investments by passive and active strategies (Not Applicable)

OO PE 01. Breakdown of private equity investments by strategy

PE 01.1. Provide a breakdown of your organisation’s internally managed private equity investments by investment strategy.

Investment strategy	Percentage of your internally managed private equity holdings (in terms of AUM)
Venture capital	>50% 10-50% <10% 0%
Growth capital	>50% 10-50% <10% 0%
(Leveraged) buy-out	>50% 10-50% <10% 0%
Distressed/Turnaround/Special Situations	>50% 10-50% <10% 0%
Secondaries	>50% 10-50% <10% 0%
Other investment strategy, specify (1)	>50% 10-50% <10% 0%
Other investment strategy, specify (2)	>50% 10-50% <10% 0%
Total 100%

Other investment strategy, specify (1)

          Our private equity exposure is direct investment in illiquid public companies.

PE 01.2. Additional information. [Optional]

OO PE 02. Typical level of ownership in private equity investments (Private)

OO PR 01. Breakdown of property investments (Not Applicable)

OO PR 02. Breakdown of property assets by management (Not Applicable)

OO PR 03. Largest property types (Not Applicable)

OO INF 01. Breakdown of infrastructure investments (Not Applicable)

OO INF 02. Breakdown of infrastructure assets by management (Not Applicable)

OO INF 03. Largest infrastructure sectors (Not Applicable)

OO HF 01. Breakdown of hedge funds investments by strategies (Not Applicable)

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Goodman & Co Investment Counsel / Dundee Goodman Merchant Partners

PRI reporting framework 2020