Status and Details
As approved by the Investment Committee in October 2018 under Delegation GOV7, resolution IC 18/18. Clause 25 has been included - Foundation portfolio will hold up to 10% of holdings to be exclusively for the purpose of capital appreciation.Investment Policy
Status
Historic
Indicates if this version of the document is in effect (Current), yet to come into effect (Future), or expired (Historic).
Effective Date
16th September 2019
This is the date on which this version of the document came into effect.
Review Date
16th September 2021
The next review of this document is scheduled to commence on this date.
Approval Authority
Investment Committee
The noted authority approved this is version of the document.
Approval Date
30th August 2019
This is the date on which this version of the document was approved by the authorised authority.
Expiry Date
14th June 2020
This is the date on which this version expires. It may still apply, conditionally, after this date.
Unit Head
Paul Dowler
Chief Financial Officer
This is the officer generally responsible for day to day administrative matters.
Author
Paul Dowler
This is the author of record for this version of the document.
Enquiries Contact
Division of Finance
General enquiries should be directed to the officer/area listed.
Summary of Changes from Previous Version
Clauses Amended:Policy: All