INVESTMENT FLEXIBILITY
Our
range of unitised funds enables easy portfolio
diversification. Index funds, where high
efficiency comes as a standard feature, capture the
return of equity and fixed income markets at minimal cost while
eliminating stock selection risk. This includes a common
investment fund specifically for charities, which
currently avoids the stamp duty on UK Equities.
"Easy portfolio diversification."
Specialist actively managed funds aim to extract excess return by using a very focused approach to analysis and portfolio construction. Many charities and colleges already combine these two investment styles in a 'core and satellite' portfolio to produce a risk and return profile appropriate to their objectives.
For larger charities, or those with specialised mandates, we are pleased to discuss bespoke portfolios to precisely match your objectives.
