Strategic Objectives

Investment portfolio

The objectives of the investment portfolio are to:

  • Preserve the Trust's capital by generating a sufficient risk-weighted return on existing investments.
  • Grow the net income of the Trust to benefit the Trust's beneficiaries.
  • Diversify investments to minimise risk.
  • Acquire, own and prudently govern the Trust's investments.

Project portfolio

Objectives of the project portfolio are to:

  • Support business, community and other initiatives.
  • Encourage or sustain economic growth within the district.
  • Deliver a transformational project.
  • Have a clear, consistent and transparent funding process that is well communicated.