Investment Performance
By 2004, the initial value of this trust was $14,945,403. As of March 31, 2013, despite losses during the 2008-2009 market slump, the value of the Trust has grown to approximately $20,537,406.
Montana Fish & Wildlife Conservation Trust - Fiscal Summary: 2012
Funding Year/Amounts |
Trust Balance |
Available for Grants |
Projects Awarded |
Trust Manager |
Administration |
2012 |
19.253,266 |
698,000
|
1,265,000 |
240,661 |
18,910 |
Total: |
|
$1,304,817 |
$1,265,000 |
$240,661 |
$18,910 |
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 $4,222,800, which includes $2,007,000 inside the Missouri River Watershed and $2,215,800 across the rest of the state.
See the chart below for Allocation Percentage as of December 2012
