We offer charity clients a choice of services:
Discretionary managed service
Charity portfolios with assets in excess of £1,000,000 can become a discretionary client and take advantage of our discretionary managed service:
- Segregated or Pooled Mandate.
- Clients receive tailored ongoing investment advice on strategic asset allocation according to their specific investment requirements.
- Each charity is assigned a fund director and alternate who are supported by a client service administration team.
- Bespoke quarterly investment reports and valuations.
- Attendance at trustee meetings and invitation to annual seminars.
- Safe custody and access to our cash management products.
Direct unit holder
Charity portfolios with assets of £10,000 or more can invest in one or a combination of our Common Investment Funds and become a direct unit holder. Please note that the minimum subscription in The Absolute Return Trust for Charities and The Multi-Strategy Property Trust for Charities is £50,000:
- Asset Allocation at the Charity’s discretion, investment advice not given.
- Dedicated client service team.
- Interim and Annual Reports. Factsheets also available.
- No requirement for client agreement letter.
- Registration can be either directly in the Charity’s name or a nominee company.
Advisory managed service
An advisory managed service can be provided on a bespoke basis, further information can be obtained by calling +44 (0)20 3479 1000 and asking for Edward Harley or John Gordon.
