Endowment fund management

Donated funds are pooled and invested as a whole to achieve the best results and security from the diversification of a large portfolio.

Sunrise has an investment committee whose role is to advise trustees on the appointment of specialist investment managers and oversee their stewardship of investments.

Sunrise attracts favourable terms for investment advisory and management services because of the size of our investment portfolio. In addition there is the expert oversight of investments by our investment committee.

The investment committee expects that after retaining an amount to ensure the fund grows to keep pace with inflation and a maximum of 1% for the costs of managing the foundation, that 3% - 4% of endowment funds should be available for distribution each year.

Sunrise has received generous financial support from the J N Williams Memorial Trust, Eastland Community Trust and Clark Charitable Trust to cover establishment and operation costs for the first five years.

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