Fund Management

Liquidity, flexibility and preservation of capital, while earning a responsible return, are primary considerations in the management of assets.

Investment Objectives

  • To ensure safety of capital over the longer term;
  • To earn sufficient investment returns to meet the Foundation’s disbursement requirements;
  • To earn sufficient income to fund the Foundation’s ongoing operating costs;
  • With sufficient liquidity to balance current distribution requirements with the need to achieve real return growth sufficient to maintain the purchasing power of the Foundation’s endowments over the long-term.