Investment performance to 31 December 2024 – APS Foundation
The investment objective for the APS Foundation is to achieve a return after fees at least equal to CPI inflation +4% per annum, measured over rolling seven-year periods.
The investment objective for the APS Foundation is to achieve a return after fees at least equal to CPI inflation +4% per annum, measured over rolling seven-year periods.
APS had a record year of charitable giving, proudly supporting over 950 clients to give $200m to charity last year. Here’s a snapshot of our giving and growth in FY24.
The APS Foundation is the fastest-growing public ancillary fund in Australia with over 600 giving funds totalling over $350million.
WATCH: Capital with a Conscience – Impact Panel and APS Foundation investment update. A discussion on how philanthropists can generate financial and social returns with their invested capital.
WATCH: APS Foundation investment update by portfolio managers Chris Cuffe AO and David Wright.
The APS Foundation has published its latest investment performance results, with its General portfolio returning 10.1% pa since inception.
APS proudly supported more than 800 clients to give $162m to charity last year. Here’s a snapshot of our giving and growth in FY23.
The APS Foundation general portfolio performance report for the six-month period ended 31 December 2022.
Watch now: Chris Cuffe AO, our Founder, Chair and APS Foundation General Portfolio Manager, shares an update on how the Foundation manages philanthropic capital in the current investment market (FY22)
Giving through APS Foundation also sees a significant increase.