What we do
The Trust is driven by two core objectives—one commercial and one philanthropic:
To maximise the community dividend: This means generating strong returns from the commercially leased properties and investment portfolio that make up the Trust fund.
To direct the community dividend where it adds the most value: We aim to allocate these profits to initiatives and areas that create the greatest benefit for the community.
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To achieve our business objective, we focus on ensuring our commercial properties are modern, well-maintained and fit-for-purpose. This enables us to attract quality tenants on long-term leases at market rents and to retain them - securing a stable, long-term revenue stream.
As a result, we keep the performance of our property portfolio under constant review and regularly revisit our property investment strategy to ensure optimal use of the Trust’s fund.
Naturally, this means we dedicate significant time and resources to property and tenancy management.
In addition to property investments, our managed funds portfolio is managed by Craigs Investment Partners with ongoing oversight by our Trust Manager.
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Through this part of our business, we are committed to understanding both the current and future needs of our community. Guided by the purposes of the Trust, we use this understanding to set our funding priorities. This involves engaging with independent experts and the organisations that support our community, helping ensure our efforts remain relevant and effective.
The amount of funding we can allocate is determined by the level of available and anticipated community dividends. At times, the needs of managing our property portfolio require us to temporarily prioritise investments in revenue-generating assets over direct community funding.
