We’re a responsible and sustainable investment manager with a strong heritage of delivering Performance with Principles.

We offer specialist funds for charities that aim to protect capital, keep costs low and look to achieve income and long-term capital growth. For larger charities, we can also create bespoke investment solutions to match your charities specific needs, including the creation of segregated portfolios.

Our unique ownership gives us a deep understanding of the charity sector, which enables us to build long-term partnerships with our charity clients. As we have been managing charities investments from the start, we understand their needs and can help to formulate investment strategies for a brighter future.