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Investment – a safe pair of hands
Devon Community Foundation recently linked with Wiltshire and Swindon Community Foundation and Somerset Community Foundation to work together on appointing investment managers and negotiating a collective agreement, the first partnership of its kind in the country for Community Foundations. The result of this collaboration has been the appointment of two investment managers: Smith and Williamson Investment Managers and Ruffer LLP. Reinvesting with our new managers has brought about significantly reduced fees and a much improved return on investment. In addition, Community First Funds which have attracted the 50% endowment scheme matched funds are managed by CCLA Investment Management Limited.