Guy's and St Thomas' Charity holds around £500 million in
assets. This is held in financial investments (shares, equity
investments, hedge funds, cash), property, and art and
heritage.
Of this £388 million is held within the core endowment, which
provides the backbone of the Charity's resources and represents
accumulated donations over many centuries. It is the Charity's
policy to protect the real terms value of its endowment to ensure
that future generations benefit in a similar fashion to today's
generation.
The Charity also holds £120 million in unrestricted funds
arising from income from the endowment and other investments which
are designated for charitable purposes. Four per cent of the value
of the endowment (investment income and transfer of capital) is
released annually on a smoothed basis to support the general fund
which disburses around £20 million a year (around £100 million
every five years) towards innovation in health.
The Charity also manages restricted funds made available through
generous donations and legacies given to support specific purposes
at Guy's and St Thomas' NHS Foundation Trust.
We invest in a diverse portfolio of assets taking sufficient
risk to generate a return on investment above inflation, consistent
with our spending goals. This consists of listed equity portfolios,
various private equity and hedge funds, and cash funds as well as a
commercial and agricultural property portfolio.
Download the Charity's financial profile here