Donations into the Foundation are invested and grown in perpetuity, managed by Trustees Executors' investment specialists who have proven expertise investing for the charitable sector.
The Foundation’s investment incorporates Trustees Executors' overarching investment philosophy, which prioritises asset allocation and diversification. Given the perpetual nature of the Foundation, the investment philosophy aims to create sustainable endowments over multiple generations. This is then balanced with the short-term granting goals of the underlying charities.
To ensure the greatest return for the Foundation and its underlying charities, all investments, as well as our investment policy, are overseen by the Foundation’s Investment Committee.
The Foundation is invested in accordance with a “Balanced Growth” asset allocation, which has a greater exposure to growth assets.
These assets tend to fluctuate more in value in the short-term but have higher expected returns over the long-term. The focus on growth during the early stages of the Foundation will ensure it is able to continue supporting generation after generation.
Investing for the future
We look to build stronger, more resilient communities by investing in a Socially Responsible Investment (SRI) Portfolio.
The Foundation’s investment portfolio avoids investing in companies that are most harmful to our communities and planet while supporting those companies that have good sustainability profiles.
We want to provide support not just with donations but by influencing change through our investment.