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Historial performance Reports

The Endowment Fund administers a market linked investment fund governed in the Yale-style Endowment Model. This fund accepts investments from the Parishes, Anglican Schools, Anglican Agencies and the Synod. The Endowment Fund follows an ethical investment model and invests in balanced growth assets through wholesale managed funds instructed by private mandates, equity holdings, property trusts, and cash.

Who is this fund suitable for?

The fund was established to suit entities such as parishes, schools and agencies affiliated with the Anglican Church who have a long-term investment perspective and require a regular income stream while protecting the real value of their capital.

How does the fund invest?

- The fund seeks to achieve its objectives by investing in Australian and international fixed interest, shares, property and cash.

- The fund places emphasis on a long-term horizon of more than five years when executing investment strategies.

- The relationship between risk and return is fundamental to the investment strategy.

- Risk exposure is to be managed through prudent investment management and diversification. This is achieved by investing in different asset classes with additional diversification achieved using different fund managers.

Key features and benefits

There are a number of distinctive benefits to investing with AFSA. These include:

- All investments are selected and managed in accordance with the AFSA’s Ethical Investment Policy.

- The fund has been designed to provide a consistent income stream to reduce financial uncertainty whilst preserving the real value of capital

- income of 5% pa, paid semi-annually, and

- produce a combined return of income and capital growth, after fees, of 5% pa above CPI.

- The fund has a consistent record of strong investment performance.

- The fund reduces risk of capital loss by investing across a number of different asset classes.