One of the Community Foundation’s most important responsibilities is our stewardship of charitable funds. We have a broadly diversified investment portfolio that is structured to produce investment returns that exceed market averages.
In our investment programme, we combine the assets of permanent charitable funds for investment. Each individual fund benefits from the strength of a large pooled portfolio. The result is high quality, diversified investment management with reasonable fees and costs.
Rathbones Investment Management, our current investment managers, collaborate with our Finance/ Investment Committee which is made up of knowledgeable and experienced volunteer experts. The committee oversees the investment programme and makes recommendations to the board of directors regarding investment policy, strategy, and management.
The Community Foundation invests the assets of the permanent charitable funds in accordance with its investment policy which aims to achieve a balance between meeting current needs and developing the endowment to meet the needs of future generations. Investments are chosen to achieve a balanced return between income and capital growth with a moderate overall risk and in accordance with the Foundation’s ethical investment policy.