We monitor and report on our grant giving and fund management.

Gloucestershire Community Foundation's endowment is currently worth c.£5.9 million reflecting growth of 7.6% since the start of the financial year. Our portfolio is split between three fund managers (Ruffer, Rathbones and CCLA) who invest in a variety of financial instruments in order to obtain a mix of capital growth and income. 

The mandate set by the Trustees for the fund managers is RPI+4%.  With volatile stock markets the fund value varies quarterly but taking a 3-5 year view the mandate has been achieved consistently.

Gloucestershire Community Foundation shares back office functions with the Quartet Community Foundation, ensuring that our administrative costs are kept to a minimum.

A copy of our 2015 Annual Report and Accounts is available on request by emailing info@gloucestershirecf.org.uk