Investment summary 2022

Sustainable Food Trust

A summary of how our investments performed in 2022.

The market value of the Foundation's investments at the end of 2022 was £1.303 billion. The portfolio’s total return of -9.6% in 2021 compared to the Foundation's long-term investment objective (RPI+4%) which was up 17.9% during the year.

Looking back over one-year, three-year, five-year and since-inception, the performance of the portfolio against our long-term investment objectives is as follows:

Annualised performance over... Actual return % Target return % (UK RPI +4%) Over/(under) performance %
1 year -9.6 17.9 -27.5
3 years 9.1 11.6 -2.5
5 years 8.3 9.5 -1.2
10 years 9.0 8.0 1.0
Since inception (2000) 7.5 7.5 0

Asset allocation of our investment portfolio

The chart below shows the asset allocation of our investment portfolio at the end of 2022.

Return Drivers
2022 % 2021 % Change %
Global equities 33.3 33.4 (0.1)
Emerging equities 3.5 3.3 0.2
Private investments 36.7 37.4 (0.7)
Hedge funds 8.7 7.3 1.4
Diversifiers
2022 % 2021 % Change %
Low volatility funds 12.5 10.2 2.3
Cash
2022 % 2021 % Change %
Investment cash 4.6 8.5 (3.9)
Currency hedge 0.7 (0.1) 0.8

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