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 Corporation tax and trading income rules for uk charities3 Over the last few years property has faced many headwinds, from brexit to the gilts crisis This has led to investors looking elsewhere for the diversification benefits and income that property has traditionally provided Rationale a charity's investments might range from a small amount of money in a bank account to a large investment portfolio
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.
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