Finance and investment

Finance and investment

JRCT is an independent, endowed foundation. 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.

The following documents are available to download:

JRCT annual report 2015

JRCT investment strategy 

JRCT voting strategy

JRCT engagement policy

JRCT response to FRC UK Stewardship Code

Divest Invest Philanthropy article, TFN December 2014

JRCT Montreal Carbon Pledge disclosure 2015

JRCT holdings

The gender agenda article, Charity Finance September 2016