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.
- 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
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% |