The Bedford Charity (The Harpur Trust)
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About us > Our endowment > Asset allocation

Asset allocation

The asset allocation of the Charity's permanent endowment investment portfolio is regularly reviewed by the trustees and appropriate professional advice sought.

Permanent Endowment Asset Allocation



Related pages:
Financial information
The schools in figures


@ 30 June 2009

@ 30 June

2008

£’000 £’000
London Estate Property 4,575 4,912
Indirect Property Funds 5,774 7,556
10,349 22.9% 12,468 21.8%
Bedford Charity Permanent Endowment Investment Funds 45,157 100% 57,227 100%
Other Permanent Endowment Assets 2,372 2,586
Endowment Funds per Accounts 47,529 59,813

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The Bedford Charity, Princeton Court, Pilgrim Centre, Brickhill Drive, Bedford, MK41 7PZ
Tel: 01234 369500 | Email:
info@harpur-trust.org.uk | Charity number: 204817