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Investment Strategy

Overview

The Foundation’s corpus finished June 2025 at $218.2M and donations grew significantly to $15.94M.

Following last year’s steady growth, the corpus rose substantially from $185.3M to $218.2M, while donations increased from $13.37M to $15.94M. Looking ahead, both the corpus and donation income are expected to continue growing.

Investment strategy

Our investment strategy is to ensure a strong rate of return to fund the Foundation’s grant-making programs over the long term. A balanced asset portfolio with a mild skew towards Australian shares with fully franked dividends offering additional returns without risk. We invest responsibly in corporations that reflect our mission, with preference given to members of ESG Research Australia and signatories to the United Nations PRI. After FY25 and a portfolio review, we also signed on to the UN PRI as a signatory.

 

Australian Equity Fund Managers

  • BKI Investment Company Ltd
  • Fair Betashares Australian Sustainability ETF
  • Future Generation Investment Company
  • Hyperion Australian Growth Companies Fund
  • Plato Australian Shares Income Fund
  • Quest X20 Fund
  • Russell Inv Australian Responsible Investment
  • Third Link Growth Fund
  • Warakirri Equities Trust

Global Equity Fund Managers

  • Future Generation Global Fund (FGG)

  • Hyperion Global Growth Companies Fund (WHT8435AU)

  • SPDR S&P 500 ETF Trust

  • Vanguard Ethically Conscious Int Shares Index Fund

Social Impact investments