Our commitment to sustainability

This policy applies to all financial investments made by the charity, including reserves, endowments, and any other investable assets.

Where possible this Policy will align with the Ethical Funding Relationships Policy.

The charity is committed to responsible and ethical investment practices

The charity will not invest in the following:

• Companies involved in the production or sale of tobacco products.
• Companies involved in the production, distribution, or promotion of pornographic material.
• Other companies that damage the environment, companies that negatively impact communities as a result of their activities and any that do not adhere to theCharity’s values.

• Preservation of capital: Safeguard the charity’s assets against loss.
• Liquidity: Ensure funds are available to meet operational and strategic needs.
• Return on investment: Achieve a reasonable return consistent with ethical constraints.

The charity may invest in a diversified portfolio including:

• Cash and cash equivalents
• Government and corporate bonds
• Equities (excluding prohibited sectors)
• Social impact investments
• Ethical funds screened for compliance with this policy

All investments must undergo ethical screening to ensure compliance with this policy. The charity will use third-party ESG (Environmental, Social, and Governance) ratings and ethical investment platforms where appropriate.

• The Finance, Risk & Audit Committee will review the investment portfolio at least once every two years.
• Investments will be monitored for continued compliance with ethical standards.

• Investment decisions must be approved by the Board or delegated committee.
• Conflicts of interest must be declared and managed in accordance with the charity’s governance policies.