Investment policy and objectives the trust’s investment objective is to deliver a relatively high and sustainable income yield whilst at least maintaining capital value in real terms over the economic cycle. For most charities, investments will be made to ensure the ongoing sustainability of the charity, for example holding reserves or funds designated towards a particular project, or to generate financial returns. The fund aims to provide a total return (growth in capital and income) over the long term (defined as five years) of uk cpi + 5% per annum, before costs and charges
Sustainability approach we believe that the primary role of responsible investment is to drive positive change and this is best achieved by pushing companies to do more to address the major challenges facing us today Rationale a charity's investments might range from a small amount of money in a bank account to a large investment portfolio Corporation tax and trading income rules for uk charities3
This has led to investors looking elsewhere for the diversification benefits and income that property has traditionally provided
