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Solutions for Smaller Charities
Unitised portfolio offerings

For charities with £1m or less in investable asset, we offer a range of unitised fund strategies.

Our risk-rated model portfolio strategies cover a range of risk/return profiles, from capital reservation to full equity market participation.

Core investment strategies

Small Charities

1 There is no guarantee that targets will be achieved
2 Source: Lipper. Yields are calculated by dividing income dividends paid during the previous twelve months (or the previous 52 weeks ending at any time other than month-end) by the latest Net Asset Value (NAV) adjusted for capital gains distribution.
Allocations and holdings are subject to change. All information as at 30 June 2016 unless stated otherwise.
 
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