Investment Performance
By 2004, the initial value of this trust was $14,945,403. As of December 31, 2016, despite losses during the 2008-2009 market slump, the value of the Trust has grown to approximately $23,024,636.
Montana Fish & Wildlife Conservation Trust - Fiscal Summary: 2015
Funding Year/Amounts |
Trust Balance |
Available for Grants |
Projects Awarded |
Trust Manager |
Administration |
2015 |
21,582,419 |
1,000,000
|
1,147,000 |
284,863 |
38,048 |
Total: |
|
$1,394,150 |
$1,147,000 |
$284,863 |
$38,048 |
Allocation Percentage
As a result of our conservative investment strategy, investments earned a net of 9%, of which 4% was invested in projects across Montana and 5% was reinvested in the Trust.
Grants to date are $8,215,600, which includes $4,385,950 inside the Missouri River Watershed and $3,829,650 across the rest of the state.
See the chart below for Allocation Percentage as of December 2015
