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Summerfield Charitable Trust

The Trust has moved it’s investments to Sarasin and Partners

21/1/2020

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Sarasin & Partners have an exclusionary ethical policy in place for the Summerfield Charitable Trust details of this policy can be found in the Sarasin Guide to Ethical Exclusions accessible via the Sarasin & Partners website.  The policy is summarised below:

​There will be no holdings in companies with exposure to the production of tobacco or tobacco-related manufacturing
  • The portfolio will also avoid investment in companies that generate significant revenues from:
  • Alcohol
  • Armaments
  • Gambling
  • Adult entertainment
In addition to this exclusionary policy Sarasin & Partners consider ourselves stewards of our clients’ assets, a mind-set that is guided by a commitment to think like owners of the companies in which we invest, rather than simply holders of the shares takes. We take an active and responsible approach to investment with the principles of stewardship are embedded at the heart of our investment process.
 
The analysis of environmental, social and governance (ESG) factors form an integral part of the consideration for every investment decision. We strongly believe that this analysis must be conducted by our equity and fixed income teams as any material risks and opportunities from ESG issues will influence the valuation of each company. We also have specialist stewardship analysts within the team, who advise on company engagements and lead our policy outreach work.
 
We score each potential investment separately on the environmental, social and governance factors and then build an overall ESG score with a range from A to E (where A is exemplary and E is un-investable), which then feeds into the valuation methodology of each company.
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The Queen has appointed Edward William Gillespie OBE DL to succeed Dame Janet Trotter OBE DBE CVO, Her Majesty’s Lord-Lieutenant of Gloucestershire

21/1/2020

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Dame Janet Trotter OBE DBE CVO, Her Majesty’s Lord-Lieutenant of Gloucestershire, is very pleased to announce that the Queen has appointed Edward William Gillespie OBE DL to succeed her as the
​Lord-Lieutenant of Gloucestershire on 29 October 2018.

 
Edward Gillespie has lived in Gloucestershire for 38 years and was Managing Director at Cheltenham Racecourse during a period of significant expansion and success. His home is in Gotherington, Tewkesbury Borough and his current activities include chairing the Summerfield Charitable Trust and the Cheltenham Music Festival.
 
Edward will put his own particular and unique stamp on the Lieutenancy and Janet wishes him as much enjoyment in the role as she has experienced.

​
Cheltenham Town Community Trust
Cheltenham Town PC:  

have set up a football team which is now training once a week and has  registered for the Gloucestershire FA Ability counts League for the new season starting in September 19. Please see the link below thanking the Summerfield Trust for the grant:
https://www.ctfc.com/news/2019/june/new-inclusion-football-team-launched-by-community-trust/


​
CHELTENHAM MUSIC FESTIVAL: 
Absolute Music: Shostakovich 
Sunday 7th July 2-3.30 pm at the Town Hall
Pre-concert talk:
How Shostakovich Changes Minds
1.15-1.45 pm 
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Sue Ryder Hospice Visit

21/1/2020

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​Lavinia Sidgwick and Vanessa Arbuthnott from the Summerfield Trust attended a moving and inspiring meeting at the Sue Ryder hospice in Cheltenham, where they met the new Hospice at Home service staff and people who had benefited from their care. We look forward to seeing the service continue to grow and provide more care for people out in the county
Picture
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January 21st, 2020

21/1/2020

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​Absolute Music: Shostakovich

​An extraordinary collage of music, poetry and dramatic readings, performed by the cast of the National Theatre's The Lehman Trilogy, Simon Russel Beale, Adam Godley and Ben Miles with Ensemble-in-Residence The Kaleidoscope Chamber Collective.
Using extracts from Julian Barnes' novel The Noise of Time, the artists explore the true story of Shostakovich's deeply personal Eight String Quartet, famously composed in only three days. 

​Sunday 7th July 2-3.30 pm at the Town Hall
Pre-concert talk:
How Shostakovich Changes Minds
1.15-1.45 pm ​
Picture
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