As one of the UK 's leading charity fund managers, we recognise how important it is for charities to meet their long term investment objectives. Targeting and achieving this objective is critical as it not only helps to protect the charity’s capital, but it can also provide a stream of income for the charity to undertake its work within the sector it operates.

The investment issues that face trustees, combined with the increasing fiduciary responsibilities and duty of care are extensive. With our depth of experience in the sector we are able to provide impartial advice on structuring appropriate investment solutions on both a pooled and segregated basis.

We are strong advocates of a diversified approach that will help reduce the overall risk to the charity’s capital and this is achieved through the correct allocation to a range of different and lowly correlated assets. The majority of charities are of a size whereby the pooling of assets offers the best opportunity to structure an efficient and cost effective investment mandate, while retaining the flexibility to adapt should their circumstances change. We are also able to give hands-on and practical experience of managing charities’ investments with ethical considerations. Our charity team and investment process is mindful of a company's social, environmental and ethical policy record and this is one of many factors we take into account when considering a company as an investment opportunity.
 
For charities, we draw upon our own London based investment team to manage our specialist UK equities and fixed income investments. Exposure to overseas equities and alternative investments is provided using the skills of carefully selected external experts.