Long-Term Investment Policy

Our investment goals are –

• to generate enough income from our investments to meet the needs of current beneficiaries
  
• to ensure our investments grow in value to meet the needs of future beneficiaries
• to maintain the integrity of the Walcot Estate and to maximise rental income
• to align our investment strategy to our values. This means –
  
  • being as rigorous in our selection of investment products as we are in our grantmaking, and not to invest in any products or funds that we do not understand
    
  • investing responsibly
    
  • providing a high-quality service to reliable tenants, so maximising rental income in the long term by bringing the benefit of well-maintained property, low tenant turnover and a minimum of voids.
    

Policy Portfolio - 2021/22

Asset	Policy Portfolio	Min	Max
Property	60%	40%	66%
Equities	35%	30%	70%
Alternatives and fixed income	4%	0%	10%
Cash and short-term investments	1%	0%	10%
Total	100%