It started in 1958. Her Majesty Queen Elizabeth II gave Royal Assent to establish investment funds for parishes, dioceses and cathedrals. In 1961, similar funds were established for local authorities; enabling the wider non-profit sector to benefit.
Our clients are involved in every aspect of public life and their investments make an important contribution to their achievements.
Our ambition is to deliver trusted, responsibly managed, strongly performing products and services aligned to our clients’ values and purpose. A description of Good Investment that most people would recognise.
Local authorities and public sector funds
The PSDF is a low volatility net asset value money market fund (LVNAV MMF) which is a short term MMF.
A long-term, actively managed and diversified fund of UK commercial property.
A multi-asset fund which aims to provide a total return after costs, of inflation, plus 2% per year over the long term (defined as five years).
