Investments

The Fund’s reserves are largely held in investments with the aim of generating long-term total returns to underwrite its charitable giving. We recognise that long-term financial value depends on good governance and the preservation of social and natural capital; therefore, we consider social, environmental and governance factors when choosing investments.

The Fund’s investments are managed by Rathbones Greenbank who were chosen due to their vision of empowering clients to invest their money as a force for good, together championing the transition to a healthier planet and a more equitable society.

See our responsible investment policy here

Beyond investing our reserves responsibly, the Fund has also invested in Social Outcomes Funds. The Fund was one of the initial investors in the Bridges Outcomes Partnerships’ first outcomes fund six years ago. In this time, the Social Outcomes Fund has supported 12 projects which deliver 30 social outcome contracts, helping over 30,000 people.

One of the projects supported through the Social Outcomes Fund is Stronger Families which is helping young people and families across Suffolk and Norfolk to stay together through family therapy. Through investing in the Stronger Families project, 765 young people and their families have been supported to date. Findings show that on average, young people from families that complete the intervention stay out of care 95% of the time.

A recent report by Big Society Capital on social outcomes contracts in the UK, found that for every £1 spent by commissioners, £10 worth of public value has been generated. As well as directly improving thousands of lives of thousands of people, this has helped to catalyse the growth of a whole new model for public service delivery, personalised and strength-based, which continues to grow in popularity both in the UK and beyond.