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 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.

Find out more about our fund range