The Trust aims to make grants at a level that is sustainable in real spending terms. We believe that the most effective way to align our investments with our values is to use fund managers who take a responsible investment approach. The Trust seeks to avoid material investments in armaments, gambling, tobacco and new generation nuclear power. The Trust also engages with companies to encourage good practice on a range of environmental, social and governance issues. We often undertake such engagement in partnership with grantees or other foundations.
The following documents are available to download:
Annual report and other reporting:
JRCT annual report 2018
JRCT annual report 2017
JRCT annual report 2016
JRCT holdings
JRCT Montreal Carbon Pledge 2019-2020
JRCT gender pay gap report 2018
Investment policies:
JRCT investment strategy 2019
Voting policy
JRCT engagement policy 2019
JRCT response to FRC UK Stewardship Code
Expectations of our fund managers:
Gender balance: JRCT statement of expectations of its fund managers
Corporate tax: JRCT statement of expectations of its fund managers
Technology - JRCT statement of expectations of its fund managers
Articles:
ESG: Do you or don't you? An interview with Jackie Turpin. August 2019 (from Responsible Investment)
A Brave New World? Trust & Foundation News July 2018
How JRCT divested from fossil fuels, Charity Finance April 2018
The gender agenda, Charity Finance September 2016