WALCOT FOUNDATION
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Investment Policy.

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%
The Walcot Foundation 127 Kennington Road London SE11 6SF
Map  020 7735 1925  How to contact us |what3words ///each.dips.tests

The Walcot & Hayle's Trustee (company 6133849) is sole trustee of The Walcot Educational Foundation (312800), The Hayle's Charity (312800-1), The Walcot Non-Educational Charity (312800-2) and The Lady Cynthia Charity (312800-3)
© 2006-2022 The Walcot Foundation
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  • HOME
  • About
    • In a nutshell
    • Our approach as grantmaker
    • Governance
    • Publications
  • Grants
    • Individuals
    • Organisations/Schools
    • Priorities
    • Previous Grants
    • Impact
    • Lambeth Stories
    • Feedback
    • Programmes
  • walcot-estate
    • Tenant resources
    • Letting
  • CONTACT US
  • Support our work
    • Donate
    • Volunteer
  • News
  • FAQs
  • Area we cover