All funds raised by the Foundation go directly towards enhancing health outcomes in our community
The objective of the Western Bay of Plenty Health Foundation is to invest funds in accordance with donor wishes, be that in perpetuity or under short term arrangement so that the funds can be passed through to the projects they have nominated.
Our Distribution Policy
The Foundation has developed a Distribution Policy to guide our distributions. If you would like more information on our policy, please contact us using the Contact Us form.
Working with Craigs Investment Partners
In order to preserve and grow Funds Under Management, Trustees have appointed investment advisors Craigs Investment Partners to assist.
Together with Craigs Investment Partners, we have formulated a Statement of Investment Policy and Objectives, with the core objective being to structure our portfolio to deliver consistent returns for considerably less risk. Responsible investing forms part of that investment policy.
Trustees of the Western Bay of Plenty Health Foundation meet regularly with our advisers at Craigs. Portfolio allocation and results are reviewed to ensure that performance is aligned with objectives.
