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2022-12-31-accounts

THE CWMBRAN TRUST
CONTENTS Page No
Trust Status, Serving Trustees' & Administration details 1
Trustees' Annual Report 2/7
Annual Investment Report 8/9
Independent Examiner's Report 10
Annual accounts
5 Year Financial performance graphs 11
Statement o f Financial Activities 12
Balance Sheet 13
Cash Flow Statements −(a) Operating (b) Investment 14
Notes to the accounts 15/17
Supporting schedules to the accounts
1 Profit/(losses) on sale o f investments 18
2 Investments purchased 18
3 Capital restructuring o f investments 18
Investment by market segment & geographical graphs 19
4 Listed investments held at the year−end 20/23
5 Investments by market segment 24
6 Portfolio structure by % holdings 25
**Proposed ** Annual Budget for 2023 26
Notice o f Special Meeting 27
Notice of Annual General Meeting 28

Dates acted Current
Trustee Names Office if not for term Name of Person
Co−opted Trustees Held whole year ends (or body) entitled
to appoint Trustees
M Poulton Chairman March 2024 Co−opted Trustees
D J Bassett March 2025 Co−opted Trustees
B..1 Cunningham. MBE. KSG March 2025 Co−opted Trustees
K L Maddox. Secretary March 2023 Co−opted Trustees
A Williams March 2025 Co−opted Trustees
Nominated Trustees
Councillor F Cross (Ms) March 2025 Torfaen County Borough Council
Councillor J Gauden (Mrs) March 2023 Torfaen County Borough Council
Custodian Trustees For Investments Investment Portfolio Managers
Bank o f New York Mellon, Charles Stanley &Company Limited
New York (under Investment Policy Statement)
240 Greenwich Street 7/8 Park Place
New York 10286 USA Cardiff CF 1 0 3DP

Summary o f gifts by beneficiary category
2022 2021
Beneficiaries **No ** o f Gifts Amount No o f Gifts Amount
& Loans £ & Loans £
Charitable & Religious Organisations 2 9,200 0 0
Education Establishments 2 18,750 1 2,000
Arts/Entertainment 3 1,150 2 18,700
Sporting Associations 3 5,573 0 0
Local Groups for Pensioners/Disabled 4 5,396 7 7,318
Individuals 30 15,180 20 10,604
Total Gifts 44 55,249 30 38,622
Interest free loans provided 0 0 0 0
Total 44 55,249 30 38,622

2022 2021 Increase/ Change
£ £ (decrease) %
Total income from all sources 118,507 100,187 , 18,320 18.2
Special Dividend 8,601 16,000 (7,399) (46.2
Total Income 127,108 116,187 10,921 9.4
Less operating expenses 9,158 8,281 (877) (10.6)
Income available for gift aid 117,950 107,906 10,044 9.3
Charitable gifts awarded Net 55,249 38,622 16,627 43.1
Number of beneficiaries 44 30 14 46.7
Surplus income over expenditure 62,701 69,285 (6,584) (9.5)
Operating Cash a t year end 105;446 168,879 _03,443 (37.6) ,
Amount transferred to Investments in year 100,000 25,000 75,000 300.0
From operating cash
Debtors a t year end 3,383 3,351 32 1.0
Creditors at year end 6,219 32,321 (26,102) 80.8
Net Current assets 102,610 139,909 (37,299) (26.7)
Investments Comparable amounts 2,679,992 2,773,957 03,965) (3.4)
New money invested in year 100,000 100,000 300.0
Value o f Investments a t year end 2,779,992 2,773,957 6,035 1.1
NET WORTH OF TRUST AT YEAR END 2,882,602 2,913,866 (31,264) 1.1

Market Number Year End Original 2022 Income Income
Segment of Market Cost Income Return Return
Holdings Valuation on on
December Market Original
2022 Value Cost
Number £000 £000 E % %
Bonds 7 145− 157 6 4.1 3.8
FTSE 100 49 1853 1041 −90− 4.9 8.6
Companies
FTSE250 31 440 424 19 4.3 4.5
Companies
FTSE 350 4 65 71 2 3.1 2.8
Companies
Overseas 9 191 123 8 4.2 6.5
companies
Property 3 44 44 2 4.1 4.1
Funds
Cash 42 42
Awaiting
Investment
Total 103 2780 1902 127 4.6 6.7
FTSE December December Change % %Trust %
INDICES 2021 2022 In Year Change Market Income
, Values
100 7385 7452 67 0.9 78.6 81.1
250 23481 18853 −4628 −19.7 18.7 17.1
350 4228 4114 −114 −2.7 2.7 1.8
All Share 4208 4075 −133 −3.2 100.0 100.0

2,022 2,021
Page No' t
INCOMING RESOURCES −All unrestricted funds
Investment Income
Gross dividends from Equities 120,871 110,302
Gross Interest from Government and Corporate Bonds 5,876 5,877
Incoming Resources from Investments 20/23 126,747 116,178
Interest on Operating Cash Deposits
From Lloyds Plc and CAF Bank
233
9
From Charles Stanley 128 0
Incoming Resources from Operating Cash Deposits ' 361 9
TOTAL INCOMING RESOURCES −All unrestricted funds 127,108 116,187
RESOURCES EXPENDED −All on unrestricted funds
Investment Management Costs 1,377
Charitable Activities 55,249 38,622
Governance Costs
Administration Charges 4,200 4,200
Researching Requests for Gifts 1,750
Sundry Expenses 280 404
Independent Examination Fee 556, 550
Total Governance Costs •6;780 6,904
TOTAL RESOURCES EXPENDED −All on unrestricted funds .6007 46,902
NET INCOMING (OUTGOING) RESOURCES BEFORE
OTHER RECOGNISED GAINS/(LOSSES) 62,701 69,285
OTHER RECOGNISED GAINS AND LOSSES
Gains/(losses) on Revaluation of Investments held at year end −107,442 243,689
Profit/(losses) on sale of investments in current year 18 13,477 16,206
NET MOVEMENT OF FUNDS IN THE YEAR −31,264 329,180
Total Funds Brought Forward −All unrestricted funds 2,913,866: 2,584,686
TOTAL UNRESTRICTED FUNDS CARRIED FORWARD 2;882,602 2,913,866

BALANCE SHEET −31 DECEMB ER 2022
All amounts relate to unrestricted funds 2,021
FIXED ASSETS (Managed by Charles Stanley)
Listed Investments at Market Value 2,763,516
Cash on deposit awaiting Investment 10,440
TOTAL FIXED ASSETS 10/13 2,773,957
CURRENT ASSETS −•
Debtors
Interest free loans granted 7
Taxation recoverable 8
Amount due from Charles Stanley 8 3,351
Total Debtors 3,351
Operating Cash Deposits
Bank balance at Lloyds TSB Plc 26,402
Bank balance at CAF Bank 142,477
Total Cash at Bank 168,879
TOTAL CURRENT ASSETS
CREDITORS: falling due within one year
Charitable gifts 1 31,021
Interest free loans not paid at year end 9 0
Amount due re: Independent Examination 9 550
Amount due to Charles Stanley 9 750
TOTAL CREDITORS 32,321
NET CURRENT ASSETS 139,909
NET ASSETS 2,913,866
FUNDS OF THE CHARITY
CAPITAL−ACGOUNT ;5.2 −2,832494−
1NCOME−ACCOUNT 12 :034: 81,372
:FOTAL UNRESTRICTED FUNDS −− 2,913,866
Signed on behalf of the Trustees

OPERATING CASH FLOW ST ATEMENT 2022
2,021
CASH GENERATED
Excess/(Deficit) o f Income over expenditure 69,285
Investment cash withdrawn from Charles Stanley
Loans repaid/withdrawn
TOTAL CASH GENERATED 69,285
CASH USED/(GENERATED)
Cash transferred to Charles−Stanley for Investment 25,000
Sundry Debtors I ncrease/(Decrease) −1,448
Tax Recoverable Increase/(Decrease)
Creditor Charitable gills (Increase)/Decrease −22,382
Sundry Creditors (I ncrease)/Decrease −50
Interest Free Loans Paid in Year Increase/(Decrease) 0
TOTAL CASH USED/(GENERATED) 1,120
NET CASH INFLOW/ (OUTFLOW) 68,165
BANK RECONCILIATION
Opening Bank Balance 1st January 2022 100,713
Net cash (outflow) inflow in 2022 68,165
Closing Bank Balance 31 December 2022 168,878

2,021
CASH GENERATED Note
Investments sold at market value 4 100,304
Transfers from operating cash 000 25,000
TOTAL CASH GENERATED 9.4413 125,304
CASH USED
Investment Purchased at cost 5 134,298
Transfers to operating cash
TOTAL CASH (GENERATED)/USED 134,298
NET CASH INFLOW/ (OUTFLOW) 4/5 −8,994
CHARLES STANLEY INVESTMENT ACCOUNT
Opening Bank Balance 1st January 2022 40. 19,435
Net cash (outflow) inflow in 2022 −8,994
Closing Bank Balance 31 December 2022 05.4: 10,440

te Company/Investment Quantity
Changes
Values
,ai Cost £.;
31/3/22 M & G Investment High Yield Corporate Bond −2,462 −25,374.
M & G Investment High Yield Corporate Bond 25,720 25,374
01/06/22 Merger o f BNP's Oil & Gas Porfolios with Woodside 0 0
Energy Group by an all stock Merger. There has been 0 .0
no dilution o f BHP shares held 676 12,168,
1/8/22 Threadneedle Investment Emerging Markets Bond −24,345 −23,169
CT Investment Funds UK / C T Emerging Markets 24,345 23,169
Renaming
1/8/22 GSK −4,040 −36,790,
GSK 3,248 30,110.
Haleon Demerger from GSK 4,060 ,6,680
**NET ** EFFECT O F CHANGES 12,168,

THE CWMBRAN TRUST THE CWMBRAN TRUST THE CWMBRAN TRUST THE CWMBRAN TRUST THE CWMBRAN TRUST THE CWMBRAN TRUST THE CWMBRAN TRUST
4. INVESTMENTS HELD A T THE PERIOD END −31 DECEMBER 2022
2022 Gross Dividend 2,023
Holding
Stock Description
FIXED INCOME
Marketr:.:•Origin−#
value ,;1:.. .. CO,St;
il.;,";
.;II
Gross
income
L
on M k t
value
%
on
Cost
%
Gross
income
L
Corporate
16,852
Bonds
lnvesco Fund Managers IP Bond
29,036 !i.' ,2..,32.1i, 468 1.61 1.85 1,032
233 I Shares Core CiBP 28,049., 25,262)
.
.'
723 2.58 2.86 771
High Yield
43,236
25,720
Barclays Global Access CiBL High Yield
M & Ci Investment High Yield Corporate
Bond 25,510
',.
20,979 .k••
,
•,,
3,0,,686
'.25,37,41
1,459
1,203
5.72
5.73
4.75
4.74
1,459
1,266
. Global / Strategic
9,006 Aviva Investors European Property Funds
40,000 Jupiter UT Mgrs. Strategic Bond

23;882 −Schroder Unit Trust Strategic Credit
6
:,
21,404 .''
20 176I,−f'
,
,
_181
2;60041
: 24,588
0.00
970
1,054
0.00
4.53
5.22
0.00
3.79
4.28
0
970
1,053
Total Corportite Bonds & Bond Funds • _ −−−−− •.−145;160−rtiln85._31− 5,876. _ _.4.05. .
3,75:...,. 6,5S1
U.K. EQUITIES
._•
O i l & Gas Producers
12,000 BP
56,9881: '67;689( 2,235 3.92 3.30 2,397
4,065
906
Shell Plc
*
Woodside Energy Group **
94,5521:−. ,
18,029l'..
1,7,1:371 3,271
636
3.46
3.53
14.31
3.71
3,379
2,233
Oil & Gas Producers 169,569: 107,6844: 6,142 3.62 5.70 8,009
.'". :.'. •;.−
,.',
2,800 Oil Equipment & Services
Wood Group (John) −
'−'
. "−' •'
3,784
−; 10,045
0 0.00 0.00
Chemicals
700 Victrex
Chemicals
11,179j 15,3001 438 3.92 2.86 417
3,741 Mining −
BHP Billiton
"
96,144 i." 45;5901 9,870 10.27 21.65 13,957
4,250 Glencore
*
23,477− 8;2,244 0 0.00 0.00 918
3,425
10,750
Rio Tinto

South 32 Mining
*
Mining 198,5821 .
24,348 ...
342,551 '. .
70201!
19,145;
143,1601
19,658
1,854
31,383
9.90
7.62
9.16
28.00
9.69
21.92
18,096
3,281
36,252
Construction & Materials
6,828
8,450
Baltbur Beatty
*•
lbsstock **
23,051 ; :'•
13,081 i1..

20,437!
1.0,−170/,
649
440
2.81
3.36
3.17
2.18
649
701
Construction & Materials 36,132;•−•40,607I 1,089 3.01 2.68 1,350
2,000 Aerospace & Defence
Babcock International Group **
1
5,644 i•.•
10,570:, 0 0.00 0.00 0
6,490
4,000
BAE Systems
"
Rolls Royce *
Aerospace
& Defence 55,555r • • 20,075;
3,7284
−'4,986;
64,927:..,'
35−,631)
1,661
0
1,661
2.99
0.00
2.56
8.28
0.00
4.66
1,661
0
1,661
General Industrials
3,111 Bunzl
*
85,833 •14;200' 1,773 2.07 12.49 1,807
14,598
5,200
Melrose Industries •
Smith (DS) *
I9,634
−•
• .
16,718
.
'8 466:

20,1421
266
780
1.36
4.67
3.15
3.87
267
842
1,333 Smiths Group

General Industrial
21,308 i
143,493
• 8,088
50,9161
528
3,348
2.48
2.33
6.53
6.57
528
3,444
1,347 Industrial Engineering.
1M1
"
z
17,350 f':,
3,02! 325 1.87 9.27 325
600 Weir Ciroup *
Total Industrial Group
10,014 ;,:
27,364
16,1461
.1346481
•. ,; , I
155
479
1.55
1.75
1.53
3.51
155
480
Industrial TrarispOrtaben
8,500
22,666
4,600
Braemar Shipping Services
•••
Esken Limited *
Royal Mail (International Distribution)

Industrial Transport
25,075 ; −
20,363!
1,156 .., : 21,5921
9,798" • ,
0,374!
36,029; .' •62,320
I
595
0
1,840
2,435
2.37
0.00
18.78
6.76
2.92
0.00
9.03
3.91
935
0
920
1,855
. .
1,854 Support Services
De La Rue ***
1,455 10,874! 0 0.00 0.00 0
1,050 Travis Perkins ** . ,
9,339
10,072 0 0.00 0.00 404
Support Services 10,794
t
20,9461 0 0.00 0.00 404
• Denotes FTSE 100 i t FTSE 250 & *** FTSE 350 & Small Cap

4. INVESTMENTS HELD 4. INVESTMENTS HELD AT THE PERIOD END THE PERIOD END THE PERIOD END THE PERIOD END THE PERIOD END THE PERIOD END 31 DECEMBER 2022 −CONTINUED 31 DECEMBER 2022 −CONTINUED 31 DECEMBER 2022 −CONTINUED 31 DECEMBER 2022 −CONTINUED 31 DECEMBER 2022 −CONTINUED
Shares
Held
Stock Description M a r k e t
Origiñal
value!
costl
2022
Gross
income
Gross Dividend
on Mkt
on
value
Cost
2,023
Gross
income
U.K. EQUITIES −• CONTINUED
Beverages
7,965 Britvic ** 61,888
20,3391
2,031 3.28 9.99 2,310
1,200 Diageo
*
43,800L
10.;1111
914 2.09 9.04 914
Beverages 105,688;
30;150
2,945 2.79 9.67 3,224
1,850 Food Producers.
Hilton Food:**
1
10,305: −−.
9,94T,
0 0.00 0.00−. −529
3,685 Tate & Lyle
**
26,207! ' ; ' 15,193 5460 2083. 35.94 671
Food Producers 36,512
• −5,134
5,460 14.95 21.72 1,200
4,000 Household Goods −Home_Construction_
Barratt Developments
*
.
:
15,872
'20,218
1,476 9.30 7.30 1,476
2,525
175
Persimmon
*
Rickett Benckiser *
30,729' '‘' • 14:4501
10,070 • . :• 10,1321
4,171
306
13.57
3.03
28.87
3.02
5,934
306
12,000 Taylor Wimpey
Household
*
Goods &
Home Construction 12,198 . 2 ; 20,6171
68,869: .−−. ' 65,417!
1,087
7,040
8.91
3.17
5.27
3.34
1,087
8,803
•Pe−rsnria1.0i.ods
1,500 Unilever * 62,730;• 2,182 3.48 292.11 2,182
Tobacco • :−:,
.1
1,160 British American Tobacco * ,
38,065 f
20,3891
2,520 6.62 12.36 2,526
700 Imperial Brands * Tobacco 14,4971
−•:19;8471
52,5621. .2.•40,2361
982
3,502
6.78
6.66
4.95
8.70
988
3,514
,
• .−.−._.,
1,990
3,248
pbaiitiaceutieals &
AstraZeneca Group
GSK*
Biotechnology.
*
223,238 t'
.
34,−.554;
46,69311
36,1101
4,412
2,801
1.98
6.00
12.77
9.30
4,412
1,989
5,760 Haleon Plc Ord* 18,855 .
11,646;
288,786
' i76;)1.0,1
0
7,213
0.00
2.50
0.00
9.45
0
6,401
Pharmaceuticals & Biotechnology
6,900 Food &−. Drug Retailers
Sainsbury (J)
*
15,021 ';'
726,324
952 6.34 4.69 952
10,282 Tesco
*
23,053 '.•,. '„.24',635.i 1,188 5.15 4.82 1,188
Food & Drug Retailers 38,074;, −'44,959i 2,140 5.62 4.76 2,140
6,270 ,__
1,600
G eifirat Reru Her's−
Halfords Group.* −
Howden Joumery **
−−−− −−−−−−−4731−2.78
564−
0
0.00
0.00
_
' "1 • −−
−−−−−−1371.041f−f−ri2,0;:3161
8,9861.........:99801
564
318
4,500
Kingfisher *
7,800−−Mark−s &Spencer
** 10,625 :', 2.,„..9,8674
_
−9,617'77:1 6;4151
558_
0
_ _ 5.25.__5.66−558
0.00
0.00
118
1,300 W H Smith ** .
.
.
19,299'
.203−35;
0 0.00 0.00 0
General Retailers 61,631
'' C76,9•13!
1,122 1.82 1.46 1,558
1,550
1,400
Media
Auto Trader
Pearson
....•, .., •
7,992 i ..:−. 10,1−661
13,1481::
13;8561
127
291
1.59
2.21
1.26
2.10
129
291
1,700 WPP Plc * Media 13,943 ' .
:`15.,565
35,083 '
39,52'7r
573
991
4.11
2.83
3.68
2.51
573
993
640
2,218
1,626
Travel & Leisure
Carnival **
Compass Group
Easy Jet **
* •,
3,708:−• ' 19,9891
42,530 ;'... .
13,90
5,278i'',..i.1Z,7121
0
519
0
0.00
112
0.00
0.00
3.73
0.00
0
699
0
2,155
20,800
First Group '
Marston's
*
2 , 1 7 7 :
' 5,294'
8,232L
200061
43
0
1.98
0.00
0.81
0.00
58
0
1,500 Whitbread
*
,
38,5501,

19,751!
887 2.30 4.49 887
Travel & Leisure 100,475 l', 1−91,758' 1,449 1.44 1.58 1,644
* Denotes FTSE 100 ** FTSE 250 8c *** FTSE 350 & Small Cap i' .−−'.
".

**2022 ** Gross Dividend Gross Dividend 2,023
Shares Stock Description **Market; ** •Oriinal Gross on Mkt on Gross
Held value cosIi income value Cost income
"
U.K. EQUITIES −CONTINUED
Fixed Line Telecommunications
20,900 BT Group
*
23,418 : . 30,9641 1,609 6.87 5.21 1,609
**Fixed Line ** Communications 23,418 30.,,904 1,609 6.87 5.21 1,609
,
Mobile Telecommunications
17,668 Vodafone Group
*
14,8841 r..:−_ 1,2081 1,333 _8.95 6.28 1,411
.
Electricity
1,681 Scottish & Southern Energy * 28,779; :20,0561 1,441 5.01 7.18 1,499
'
' •!
Gas, Water & Multinationals
8,598 Centrica
*
8,299r, : 19,864l, 86 1.04 0.43 86
5,066 National Grid
*
50,528 l. 22,267i 2,582 5.11 11.60 2,614
2,055 Severn Trent
*
54,478 '20',007'; 2,099 3.85 10.49 2,138
Gas, Water & Multinationals **113,3051: ** . 62,078j 4,767 4.21 7.68 4,838
Banks
3,250 Barclays
*
5,152 .
,
1'3,679,
203 3.94 1.48 203
6,020 HSBC Holdings
*
31,045 46,04: 1,306 4.21 3.22 1,351
51,110 Lloyds TSB Group
*
23,209. . 62;84−1 1,089 4.69 1.75 1,089
4,014 Standard Charter
*
24,983 36,3.56: 424 1.70 1.17 424
Banks 10.2,953 3,022 3.58 1.98 3,067
Non−life Insurance V
1,000 Admiral Group
*
2 1 3 7 0 . " 2 i 9
0,37'9
2,230 10.44 10.94 1,472
5,650 Direct Line Insurance Group ** 12,503 1991.01 1,283 10.26 6.44 1,283
**Non−life ** Insurance 33,873.40,289 3,513 10.37 8.72 2,755
Life Insurance
4,332 Aviva
*
19,182 '15,629i 1,284 6.69 8.55 1,343
17,700
27,525
Legal & General

Old Mutual
*
44,162 ,,,
14,010
20,5421
1−2.,69
3,312
231
7.50
1.65
16.12
1.82
3,312
1,055
1,833 Phoenix Group
*
11,156 13',T8−1.1 909 8.15 6.89 909
5,700 Prudential Corporation " 64,267 9,731, 822 1.28 8.45 822
Life Insurance 152,777 '
%
71,169.1 6,558 4.29 9.21 7,441
Real Estate & property Investments ,
3,780
450
Capital & Counties Properties
Land Securities Group *
** 4,026 . −:.
6,6621
2,796'V",,4Vl06r
58
174
1.45
6.21
0.96
4.23
68
176
530 Safestore Holdings
Real Estate Investment Trusts**
5,008
**11,830; **
•:. 5994;
1$−,172;
143
375
2.86
3.17
2.86
2.47
143
387
**Financial Services & Private ** Equity 1
5,337 Abrdn Plc * 10,100 17,69: 779 7.71 4.36 779
520 Hargreaves Landowne * 4,452 . .9,987: 206 4.64 2.07 207
10,700 M&G Plc * 20,100'. . i ii.51,Ci 1,049 5.22 9.11 1,969
7,510
2,149
MAN Group

Quilter PLC

**Financial Services **
& Private Equity 16,048?
• 1,9977
**52,697 :, **

.
**' **
:20,216:
−,
..'737
.60,319;
859
124
3,017
5.35
6.19
5.73
4.25
16.77
5.00
859
124
3,938

2022 Gross Dividend Gross Dividend 2,023
Shares
Stock Description
Held
U.K. EQUITIES −CONTINUED
Market : ,
value I..
£,
Original!
.,. costi
'
C
Gross
income
£
on Mkt
value
%
on
Cost
%
Gross
income
£
Equity Investment Instruments
2,000
1,931
Merchants Trust Ordinary *
31 Group
11,220
25,904
,
:.
,
.10,3..69 i
10;136 i
548
898
4.88
3.47
5.28
8.86
548
975
Equity Investment Instruments 37,124 . • 20,505.„! 1446 3.89 7.05 1,523
Funds '
28,699
34,619
Jupiter Fund Manager UK Small Companies **
Schroder Uff UK mid 250 *** −
44,664 ,"
37,665
18896 . 708
954
1.59_
2.53
20.29
5.05
._=:708
954
Funds 82,329 .42,386! 1,662 2.02 7.43 1,662
Software and Computer Services : −
1,590 Micro Focus International Plc ** 8,417 353 4.19 2.85 353
Infrastructure & Renewable Energy 15,4951
11,799 Greencoat UK Wind Plc ** 17,935 895 4.99 5.78 911
.
Dividends Received from Investments Sold in Year 0
TOTAL UK EQUITY • 2,357,989 1,536,06 111,010 4,71 7.22 116,925'
INTERNATIONAL EQUITY
Nott.hArtierica:
635 Verizon Communications Fixed Line 20,802 • .6,157ç 1,109 5.33 18.01 1,378
.!' .,..
2: )
Europe (Excluding UK)
100
380
300
Daimler Truck Holding
Mercedes −Benz
Societe Generale
,
2,572:
20,701 il')
6,251 ,',..
..,..
. rl'A90
.I.0371
10,152
0
616
313
0.00
2.97
5.00
0.00
3.27
3.08
0
1,450
439
Total Europe (Excluding UK) 29,524 i ;
i
, • 30,579 929 ,3.15.− : 3,04'; 1,889
Asia Pacific
51,784 Schroder Asian Income Fund A Inc 38,895: 19,919 1,951 5.02 9.79 1,951
,
Emerging Markets
1240 Ned Bank Group 1;543 215 1.67 1.86 934
4800 Utilico Emerging Markets Trust Plc 10,032 −10;217i− 391 −3.90 3.83 391
Total Emerging Markets 22,9244'."−'21;760;−− 606 _2:.64____2.79 1,325
_
−24345 −−−−CT−Investment−Funds UK / CT Emerging Markets−−−19549!−−.231'694" " "1,032 − 5.28 −71.45 1,032
4,425 Murray International Trust 59,030 ' '20;925 2,434 4.12 11.63 2,434
TOTAL INTERNATIONAL EQUITY "190,'124; 1 2 0 9 '8;069, 4.23 6.58 '−i000.
PROPERTY
ProPerty Funds & Investments
4,598
28,571
Aviva Investors UK Property Feeder
Mayfair Capital Substitute Line Charities
3,577.
24,223
−3,9781
20;951'
162
1,217
4.53
5.02
4.07
5.99
121
1125
15,000 Primary Health Properties **
TOTAL PROPERTY FUNDS
16,620;.
44,420 "
20;072'
44;345,
423
1,801
2.54
4.05
2.11
4.06
975
2,221
TOTAL FUNDS UNDER INVESTMENT 2,738,2,93L111;fiqk3j1 126,747 4.63 6.81 135,706
TOTAL CASH DEPOSITS 41,699 1;6591 128 0.31 0.3.1 • 0
TOTAL FUNDS.UNDER INVESTMENT .2,719,991EPPX0'4,11 126;875 4.56 '6:67 135;70.6;

2022 Gross Dividend Gross Dividend 2,023
Stock Description Market .,'−•
value 4;
Origirrial
;
'
cdiii
Gross
income
on Mkt
value
on
Cost
Gross
income
F I X E D INCOME £ !4 16 £
Corporate Bonds 57,085 ,−,;−. '.50,583 1,191 2.58 2.86 1,803
High Yield 46,489 2.. i
,56,060
2,662 5.73 4.75 2,725
Global / Strategic TOTAL FIXED INCOME 41,586 ,
145,160 I.
. ,50,2101
15611531
2,023
5,876
4.87
4.05
4.03
3.75
2,023
6,551
U.K. EQUITIES
tii I I Ofti Piticlucers 169,569 :;.,' ,' ,11:6".84; 6,142 3.62 5.70 8,009
Oil Equipment & Services
Chemicals
3,784 t.'−−'−10,045g
11,179
−.
15,300;
−−
.
_ 0
438
0.00
0
0.00
3
0
4−17
Mining 342,551 ', −143,160 31,383 9.16 21.92 36,252
Construction & Materials 36,132' ..40,607, 1,089 3.01 2.68 1,350
Aerospace & Defence 64,927 • : . • .
35;6311
1,661 2.56 4.66 1,661
General Industrials ,
143,493 , .,−
,
..
.
..509161
3,348 , 2.33 6.57 3,444
Industrial Engineering 27,364 ',:: '''
,•13:,648
479 1.75 3.51 480
Industrial Transportation 36,029: ,' ;' 6−2,3291 2,435 6.76 3.91 1,855
Support Services
Beverages
,
10,794 .,.
105,688 i' ;,
,
'20i:9`4.6;

315,116;1
o
2,945
0.00
2.79
0.00
9.67
404
3,224
Food Producers 36,512 '.− 25,1341 5,460 14.95 21.72 1,200
Household Goods −Home Construction 68,869 ;.'
65,417i
7,040 10.22 10.76 8,803
Personal Goods
Tobacco
62,730 ,

52,562 :...,.
.−•,,
747i

. •,,
". 40,236/
2,182
3,502
3.48
6.66
292.11
8.70
2,182
3,514
Pharmaceuticals & Biotechnology 288,786
!.
'.,6;310; 7,213 2.50 9.45 6,401
Food & Drug Retailers 38,074 ', %, ,':..44;9.591 2,140 5.62 4.76 2,140
General Retailers 61,631 ;.:,; '.. •:−76,9131 1,122 1.82 1.46 1,558
Media 35,0831 .•. • 39,527) 991 2.83 2.51 993
Travel & Leisure 100,475 i : −,
9I,75.81
1,449 1.44 1.58 1,644
Fixed Line Telecommunications 23,4181 r .. ' ; 30,904i 1,609 6.87 5.21 1,609
Mobile Telecommunications
Electricity
. 21 208•
14'8841'...−'
'
'
!..
:
.
(
2 8 , 7 7 9 :
'−'•,20:056'
1,333
1,441
8.95
5.01
6.28
7.18
1,411
1,499
Gas, Water & Multinationals 113,305 :,.'.1,' '. 62,978,r, 4,767 4.21 7.68 4,838
Banks 84,389 '.,' 1.52,951 3,022 3.58 1.98 3,067
Non−life Insurance 33,873 ::.....'; 40289: 3,513 10.37 8.72 2,755
Life Insurance 152,777 . '; ...7I,169, 6,558 4.29 9.21 7,441
Real Estate & Property Investments 11,830 r . . .;15−;1721
375
3.17 2.47 387
Financial Services & Private Equity 52,697. '.60,3.19, 3,017 5.73 5.00 3,938
Equity Investment Instruments 37,124 20,5051 1,446 4.88 5.28 1,523
Funds .
82,329;,
.. 22,3861 1,662 2.02 7.43 1,662
Software and Computer Services 8,417
'
12,385 353 0.00 0.00 353
Infrastructure & Renewable Energy 1 7 , 9 3 5 . . " 15;495 895 0.00 0.00 91/
Dividend Received from Investments Sold in year • ' 0
TOTAL UK EQUITY 2,357,989 1,536,636, 111,010 4.71 7.22 116,925
INTERNATIONAL EQUITY
North America 20,802.,! 6;1571 1,109 5.33 18.01 1,378
Europe (Excluding UK) 29,524 : ..,30,579 929 3 3 1,889
Asia Pacific 38,895
.
.r−,.19,919.i 1,951 5.02 9.79 1,951
Emerging Markets 22,924
.
':... 2,1,701 606 2.64 .
2.79
1,325
Global 78,579 !−.,. .14,04; 3,466 4.41 7.86 3,466
TOTAL INTERNATIONAL EQUITY 190,724 :..; ' 1.4,50.9/ 8,060 4.23 6.58 10,009
PROPERTY PROPERTY ,
44,420 ,
44,3451 1,801 4.05 4.06 2,221
CASH AWAITING INVESTMENT 41,699 43499; 128 0.31 0.31 0
T O T A L O F ALL INVESTMENTS ,.
2,779,991
1,946'42, 126,875 4.56 6.67 135,706

6. PORTFOLIO STRUCTURE FOR THE PERI OD ENDED 31 DECEMB E R 2022
Market
Market
Original
Value
Value; •−• C o t Income in Category
0/0! ejc,
FIXED INCOME 5.2% 8.2%1 4.6%
U.K. EQUITIES
Oil & Gas Producers 6.l%?.!•: • ' 5.7%1 4.8% 7.3%
Oil Equipment & Services 0.1%; • '..0.5%.] 0.0% 0.2%
Chemicals O.4%;... 0: ' o
:8%1
0.3% 0.5%
Mining 12.3% 24.7% 14.6%
Construction & Materials 0.9% 1.5%
Aerospace & Defence 2.3% 1.3% 2.8%
General Industrials 5.2% −2:7;%.;! 2.6% 6.1%
Industrial Engineering 1.0% • 0.7%; 0.4% 1.2%
Industrial Transportation 1.3%;
' :3:3% 1.9% 1.5%
Support Services 0.0% 0.5%
Beverages 2.3% 4.5%
Food Producers 1.3% v. 1:3%) 4.3% 1.5%
Household Goods −Home Construction
Personal Goods
2.5%
2.3%1.:
:3.4%1
6.0%1
5.5%
1.7%
2.9%
2.7%
Tobacco 1.9% 2.1%; 2.8% 2.2%
Pharmaceuticals & Biotechnology ...40% 5.7% 12.3%
Food & Drug Retailers 1 . 4 % . . 1.7% 1.6%
General Retailers
Media
2.2%
t
1.3%1'
.4.0%1
•'.211%
0.9%
0.8%
2.6%
1.5%
Travel & Leisure '• 48%1 1.1% 4.4%
Fixed Line Telecommunications 0.8% .:,1,6%1 1.3% 1.0%
Mobile Telecommunications 0.5% 1.1% 0.6%
Electricity 1.1% 1.2%
Gas, Water & Multinationals 3.8% 4.8%
Banks .13q 2.4% 3.6%
Non−life Insurance −−2:8% −1.4%
−Lifelnsurance
_
Real Estate & Property Investments
5.5%.1...:
0.4%r''
T4) ..
FO:8%)
_5.2%.,
0.3%
0.5%
Financial Servicgs.&_Priv.ate.Equity
Equity Investment Instruments
Funds
Software and Computer Services
1.9%,:−..f..−−,•.13..2%••.....−−24%
1,3% .' .
•'−'/.
3,0% •−•
..E1%1
.,..,. ,•.,
,
OW
1.1%
1.3%
/,'.
0.3% r'i
0,7%;
0.3%
1.9%
1.6%
3.5%
0.4%
Infrastructure & Renewable Energy 0.6% 6.854 0.7% 0.8%
TOTAL UK EQUITY .
84.8% :_ „
Eif.i.i 87.5% 100.0%
INTERNATIONAL EQUITY 6.9% " −6.46/0‘ 6.4%
PROPERTY 1.6%; . . − 1.4%
TOTAL CASH DEPOSITS 1.5% −−
22%.
0.1%
,
PORTFOLIO TOTAL 100.0% VI B%Oi 100.0%

2,022 2,023 Better/
Budget Actual Better/ Budget (worse)
(worse) Than 2022
£ £ £ INCOME £ £
112,178 126,747 14,569 Investment Income 136,000 9,253
12 361 349 Bank interest 50 −311
112,190 127,108 14,918 Total Income 136,050 8,942
EXPENDITURE
75,000 55;249 19,751 Charitable gifts 80,000 −24,751
550 550 0 _
Independent Examination Fee
550 −0
2,500 2,378 122 Investment Management fee 2,400 −22
4,200 4,200 0 Administration Costs 4,200 0
1,750 1,750 0 Researching grant expenditure 1,750 0
400 280 120 Sundry expenditure 700 −420
84,400 64,407 19,993 Total Expenditure 89,600 −25,193
EXCESS OF INCOME OVER
27,790 62,701 34,911 EXPENDITURE 46,450 −16,251
GRANTS DISTRIBUTED AS %
73.0% 46.8% OF INCOME NET OF OPERATING 63.3%
EXPENSES
RECEIPTS & PAYMENTS BUDGET 2022
2022 2023 Better/
Budget Actual Better/ Budget (worse)
(worse) Than 2022
£ £ £ RECEIPTS ' £ £
109,000 123,366 14,366 Investment Income 132,000 8,634
0 0 0 Tax recovered 0 0
12 361 349 Bank interest received 50 −311
0 0 0 Loan repayments 0 0
0 0 0 Sundry income 0 0
0 0 0 Transferred from investment funds 0 0
3,351 3,351 0 General Ledger 3,380 29
112,363 127,078 14,716 Total Receipts 135,430 8,351
PAYMENTS
31,021 22,400 8,621 Charitable gifts prior year 4,618 17,782
60,000 58,701 1,299 Charitable gifts current year 70,000 −11,299
0 0 0 Loans Paid 0 0
8,000 8,109 −109 Expenses 9,050 −941
100,000 100,000 0 Transfers to investment funds 50,000 50,000
550 1,300 −750 General Ledger 1,050 250
199,571 190,509 9,062 Total Payments 134,718 55,791
−87,208 −63,432 23,776 NET CASH (OUTFLOW) INFLOW 712 64,143
168,879 168,878 Opening Bank Balance 105,446
−87,208 −63,432 −23,776 NET CASH (OUTFLOW) INFLOW 712
81,671 105,446 23,775 CLOSING BANK BALANCE 106,158 712

K L Maddox
Trustee and Secretary
15th February−2023−−−
c/o Mentor HVBS (UK) Ltd
Grange Road
Cwmbran
Gwent
NP44 3XU
Telephone −
01633 834057
Fax
01633 834051
E Mail
−cwmbrantrustameritor.com
Webb

vAwi.cwmbrantrust.co.uk