Winchester trust fund commissioners rebalance investments
Winchester trust fund commissioners approve investment portfolio rebalancing amid shifting market conditions. The Board of Commissioners of Trust Funds, chaired by Patrick Campbell, approved selling Vanguard World Health Care ETF across all accounts and purchasing Alerian MLP ETF, yielding
COMMISSIONERS OF TRUST FUNDS - TOWN CLERK'S OFFICE · Meeting of April 13, 2026
Winchester trust fund commissioners approve investment portfolio rebalancing amid shifting market conditions. The Board of Commissioners of Trust Funds, chaired by Patrick Campbell, approved selling Vanguard World Health Care ETF across all accounts and purchasing Alerian MLP ETF, yielding approximately 8 percent. Commissioners also acknowledged revenue of $8,900 across cemetery and library accounts and reviewed performance showing the Library Endowment returning 23.5 percent over the past year against a 21.2 percent benchmark.
Combined fund assets total approximately $21.1 million.
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Source: the COMMISSIONERS OF TRUST FUNDS - TOWN CLERK'S OFFICE meeting of April 13, 2026, compiled from the official minutes.
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