Investment policy

The Trust’s Finance and Investment Committee sets out our investment strategy and regularly monitors performance.

Our goal is to achieve a total return of our invested charitable funds above inflation, over the long term, through a balanced portfolio of risk and reserve assets with enough liquidity.

The Trustees ask fund managers to consider the social and environmental policies of companies alongside other factors that will affect their long-term prospects. We invest in a range of pooled funds with an ethical, social and governance (ESG) engagement policy. The Trustees review ESG activities and voting records on a regular basis throughout the year.

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