Endowment Fund
Our core mission is to invest our endowment to provide sustainable returns that can fund grants and impact orientated investments to support our funding themes and commitments.
Why do we invest?
- Protect the purchasing power of our donations
- Grow donations through compounding
- Reduce the dependency of the fund and our partners to fundraising
- Broaden our impact through sustainable investments
- Engage new parts of the Tamil Community
Strategic Asset Allocation
Our approach to asset allocation is grounded in a long-term perspective that prioritises diversification and an equity bias.
By diversifying our investments across multiple asset classes, we reduce our exposure to any one particular risk and improve our risk adjusted returns of the portfolio.
Strategic asset allocation typically involves regular monitoring and rebalancing of the portfolio to maintain the desired asset allocation mix over time. This may involve adjusting the portfolio as market conditions change or as our financial situation and goals evolve.
Our current strategic asset allocation is 100% Listed Equity, with underlying funds having different style bias:
| Fund Style | Allocation |
| Growth | 50% |
| All Weather | 30% |
| Defensive | 20% |