OPERATIONAL GUIDANCE

ENDOWED CHARITIES: A TOTAL RETURN APPROACH TO INVESTMENT

Title

Reference number

Page/
Paragraph

Series chart

OG Chart 83

Overview

OG 83 A1

Summary of the policy

OG 83 A2

Application of the policy

OG 83 B1

Directions relating to the use of the power

OG 83 B2

Allocating the unapplied total return

OG 83 B3

Replacing expenditure from a charity's investment fund

OG 83 B4

Accounting for total return

OG 83 B5

Extract from the Commission's Consultation Document - July 2000

OG 83 C1

Flowchart illustrating the total return approach to investment

OG 83 C2

What is a charity's unapplied total return?

OG 83 C3

Negative total return

OG 83 C4

Model Order authorising trustees' adoption of a total return approach to investment

OG 83 C5

Model Order for the replacement of expenditure from a charity's investment fund

OG 83 C6

Series glossary

OG 83 G1

Model letter to accompany sealed Order

OG 83 L1

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