What is your investment policy?

We invest our endowed funds together with our fund managers to gain the maximum investment returns. We have negotiated very competitive investment management fees from our fund managers due to our endowment size. This is a considerable benefit for our donors as they benefit from our overall size rather than paying a premium for a smaller investment portfolio. Our investment objective is to maximise the “total return” on our funds over the medium and long term, without taking undue risk. The aim is to maintain the capital value of the fund, allowing for inflation, and to generate a return, whether from “surplus” capital gains, dividends or interest for core costs and grants programmes. Our investments are overseen by the Board of Trustees.

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