Our fees are straightforward. We charge an annual fee for managing your money, which is calculated as a percentage of the value of your portfolio.

We want you to be clear about what you are paying for. It is active, day-to-day management of your portfolio by an experienced investment manager who knows you and your charity well.

Our management fee includes all portfolio transactions, administration, custody and reporting, direct contact with your investment manager and attendance at trustee meetings. You can also join seminars, workshops, training sessions and other events we run for charities and their trustees at no extra cost.

View fees for charities.