The Trust’s resources come from a portfolio of investments, almost entirely held, directly and indirectly, in UK and overseas equities.
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.
Annual report and other reporting:
JRCT annual report 2023
JRCT annual report 2022
JRCT annual report 2021
JRCT annual report 2020
JRCT annual report 2019
JRCT annual report 2018
JRCT annual report 2017
JRCT holdings
Investment policies:
JRCT investment policy
Voting policy
JRCT engagement policy
Expectations of our fund managers:
Gender balance: JRCT statement of expectations of its fund managers
Technology - JRCT statement of expectations of its fund managers