Issue - meetings

Review of Investments

Meeting: 11/07/2017 - Queen's Own Royal West Kent Regiment Museum Trust Committee (Item 15)

15 Report of the Head of Finance - Review of Investments pdf icon PDF 56 KB

Minutes:

The Senior Finance Manager gave a presentation to the Committee regarding Queen’s Own Royal West Kent Regiment Museum Trust’s investments.

 

The Committee considered raising the risk level on their investments, but the Senior Finance Manager advised that there would not be much gain in doing so and, because it was a charity, risk levels should be kept low. The Senior Finance Manager agreed to look at a range of risk levels and report these back to the Committee.

 

RESOLVED: That,

 

1.  The current investment be retained;

2.  Investment performance be monitored and reported to the Committee as part of future financial reports; and

3.  A further report be brought back to the Committee should further alternative investments be identified.

 

Voting: Unanimous