Financial Data

Australian Communities Foundation’s capacity to serve the community is directly tied to its ability to preserve and enhance its financial assets. To ensure that the goals of the community foundation continue to be met, the Board has developed investment policies and guidelines that provide for prudent asset management. A finance and investment committee, comprised of board members and volunteers knowledgeable in the investment field, oversees the investment activities.

Australian Communities Foundation adopts two investment approaches:

1.   Long term growth investment

The long term growth investment approach is the core investment approach for building endowment and generating annual income for distribution. This is predominantly 80% growth assets and 20% cash or fixed income securities fund. 

2.   Medium term income investment

The medium-term income investment approach is designed primarily for two situations:

  • sub-funds which the Trustee holds with the intention of granting capital as well as income within a shorter period of time, say 3-5 years
  • flow through giving programs - primarily workplace-giving programs, where employee contributions are distributed and corporate contributions are used to build the endowment.

The strategic asset allocations for this fund is predominantly 85% cash and fixed income securities with 15% in growth (Australian equities and/or property)..

Investment Performance

Financial Year Investment Returns

                                Capital                  Income                 Total                     

                                Return %              Return %              Return %               

2010-11                  4.56%                   4.61%                      9.17%

2009-10                  1.48%                   3.80%                      5.28%

2008-09                 -18.55%                 5.34%                    -13.21%

2007-08                 -18.21%                 5.4%                       -12.81%

2006-07                 17.64%                  4.63%                    22.27% 

 

 

Financial documents for download