Welcome
We are committed to achieving long-term growth, protecting against inflation and providing reliable income to sustain the Foundation’s grant-making efforts, even amidst economic or political challenges.
Fund Overview &
Performance
Overview
The portfolio provides a strong foundation for strategic allocation and growth.
Design
This portfolio offers balance and resilience, blending growth equities, stable bonds and alternative assets for diversification and volatility protection.
Holdings
The portfolio consists of 2,328 individual holdings, offering broad diversification and opportunities for tailored investment strategies.
Performance
The portfolio has grown by 16.57% since last year with a ROI of 5.89% since inception, demonstrating solid performance despite the fluctuating market conditions.
Our 2024 Fund Report
Geopolitically, 2024 has been marked by significant events and persistent tensions that have shaped global dynamics. The U.S. Presidential Election dominated international political discourse, with its outcome holding far-reaching implications for both economic policies and global relations.
The ongoing conflict in Ukraine continued to reverberate across geopolitics and energy markets, influencing the interactions between Russia, Europe, and the United States.
Meanwhile, tensions in the Middle East, particularly around Iran’s nuclear ambitions, remained a major source of global concern. The complex relationship between the U.S. and China continued to be a key driver of global trade and technology, with ongoing debates over tariffs, technology transfers, and intellectual property rights.
Additionally, climate change remained a pressing issue, with international efforts to mitigate its economic and social impacts continuing throughout the year.
These developments have interacted in multifaceted ways, shaping global trade patterns, investment flows, and diplomatic relations, as nations and international organisations worked to address these challenges while navigating an increasingly interconnected world.
Disclaimer
HFO is not authorised under the Financial Services and Markets Act 2000 and does not solicit or accept retail investors. HFO does not, and will not, provide advice on the merits of entering into any particular transaction.
This communication is for informational purposes only and is not intended, under any circumstances, to constitute advice regarding the merits of any individual or entity buying, selling, or subscribing for any investment, or engaging in any other transaction. Any person seeking such advice should consult with a person authorised under the Financial Services and Markets Act 2000 to provide such advice.
This communication is exempt from the general restriction outlined in section 21 of the Financial Services and Markets Act 2000, which governs the communication of invitations or inducements to engage in investment activity. The exemption applies because it is made to a certified sophisticated investor or high-net-worth individual, and as such, the content has not been approved by an authorised person.
HFO does not accept responsibility for any decisions made based on the information provided in this communication
