Investment options

We have designed four investments funds which offer simple and low cost investment options for charities.

You have two ways to invest in these funds.

  1. We can provide discretionary management (subject to a minimum portfolio size of £250,000) where we will select the blend of our funds that best meets your needs.
  2. Alternatively, you can simply choose the fund(s) that meet your requirements.

The Fund links opposite will allow you to access full details for each Fund, including their objective, performance track record and how you can invest.