Investment Products

Our portfolios vary from pure UK equity to multi-asset mandates. For larger clients we offer segregated portfolios. For smaller investors we run a unit trust. We also manage a common investment fund for smaller charities.

For clients with more than £2m to invest we provide two alternatives. Either a total fund management mandate or a specialist investment management for a portion of the assets.

This is our common investment fund aimed at smaller charities. As one of our higher yielding funds, the Charity Value and Income Fund is ideally suited to charities with significant income needs.

Charity Value and Income Fund

The Value and Income Trust plc (ticker: VIN) is unique amongst investment trusts in that it invests both in UK equities and direct property. We manage the equities element in a similar way to our specialised funds. The property portfolio is managed by OLIM Property.