Our multi-asset pooled funds are a suitable ‘all in one’ solution for most long-term charity investors. Our funds are designed for investors looking for a combination of capital growth and income through exposure to a diverse portfolio of assets. Suitable for those who want to align their investments with their purpose and values whilst contributing to a better world.
Our funds avoid harmful business activities through exclusions and integration of environmental, social and governance (ESG) considerations, and contribute positively to our communities and environment by supporting sustainable business activities. They are common investment funds that have charitable status and therefore retain the same tax benefits, such as no stamp duty.
They offer the following benefits:
- long-term growth in capital and income
- efficient access to a wide range of investments
- low cost
- simple administration
- well established ethical and responsible policies
Our multi-asset funds
A long-term multi-asset fund which aims to provide a total return (growth in capital and income) over the long term (defined as five years) of UK CPI + 5% per annum, before costs and charges.
A long-term, multi-asset fund which incorporates a wide range of client-driven ethical restrictions. The fund aims to provide a total return (growth in capital and income) over the long term (defined as five years) of UK CPI + 5% per annum, before costs and charges.
A long-term, multi-asset fund which adopts a faith consistent investment policy that is designed to reflect the teachings and mission of the Catholic Church. The fund aims to provide a total return (growth in capital and income) over the long term (defined as five years) of UK CPI + 5% per annum, before costs and charges.
A long-term multi-asset fund which aims to provide a total return (growth in capital and income) over the long term (defined as five years) of UK CPI + 5% per annum, before costs and charges.
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).
