Long-Term Investment Policy

Our investment goals are to:

• Generate enough income from our investments to meet the needs of current beneficiaries
• Ensure our investments grow in value to meet the needs of future beneficiaries
• Maintain the integrity of the Walcot Estate and to maximise rental income
• Align our investment strategy to our values.
  

This means:

• Being as rigorous in our selection of investment products as we are in our grant-making, and not to invest in any products or funds that we do not understand
• Investing responsibly
• Providing high-quality, well-maintained accommodation coupled with exceptional customer service.
  

This proactive approach is designed to achieve three key objectives:

1. Reducing tenant turnover
   
2. Minimising vacancy rates, and
   
3. Maximising rental income.

The portfolio is currently divided as indicated in column 2 below, the target range of minimum and maximum values of each class of asset being as shown in columns 3 and 4.

Policy Portfolio - 2025

Asset	Portfolio	Min	Max
Property	62%	30%	66%
Equities	30%	30%	70%
Alternatives and fixed income	5%	0%	10%
Cash and short-term investments	3%	0%	20%
Total	100%