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 2016
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 2016-2017
JRCT holdings
The gender agenda article, Charity Finance September 2016
Gender balance: JRCT statement of expectations of its fund managers
Corporate tax: JRCT statement of expectations of its fund managers