Millfield House Foundation Trustees adopt an ethical investment policy which can be viewed here. Their strategy in managing the endowment fund is to draw down funds to make grants whilst aiming to preserve the fund’s value over time; meeting today’s needs but not at the expense of tomorrow’s. Annual performance data is included in the audited accounts accessible via the Charity Commission website. The endowment is currently managed by RBC Brewin Dolphin.
As a guide to what can be spent on grants Trustees use an estimate of the Foundation’s annual income, but they also have the power to draw on capital annually.