Investment management for charities

Flexible investment solutions

We offer a range of investment solutions to meet the needs of different types of charities, from large, complex institutions to smaller organisations looking for a simple way to grow their reserves.

Whether your charity requires a bespoke portfolio or prefers the simplicity of a pooled fund, we can provide an approach that fits your strategy, structure and governance requirements.

Flexible investment solutions. Built around your objectives.

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Asset management

Multi-asset funds for charities

We offer two actively managed multi-asset funds that reflect the needs and priorities of charity investors. Both provide daily liquidity, built-in ethical screening and ESG integration, and benefit from the same disciplined investment process used across all our strategies.

Actively managed investments

Balance income and growth

Responsible investing

Rathbones Charity Growth & Income Fund

This fund targets an annual return of CPI+4% (net of fees). It is designed for organisations seeking long-term capital growth with a steady income stream.

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Rathbone Active Income & Growth Fund

This flexible multi-asset fund targets an annual return of CPI+3% (net of fees). The fund is well suited to charities looking to balance income and growth.

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Discretionary portfolio management

Dedicated professional help to build a discretionary portfolio

Our bespoke discretionary service is designed for charities with more specific investment needs, such as defined income targets, unique ethical considerations or multi-asset strategies that require individual tailoring. Each portfolio is actively managed and built around your financial objectives, risk appetite and time horizon. Trustees benefit from direct access to an experienced investment manager and ongoing strategic support, including reporting, policy guidance and review meetings.

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Bespoke portfolio

Each portfolio is actively managed and built around your financial objectives, risk appetite and time horizon.

Dedicated specialists

Trustees benefit from direct access to an experienced investment manager.

Ongoing support

Get ongoing support from your investment manager, including reporting, policy guidnace and review meetings.

Sustainable investment

Investing in line with your charity's values

For charities with more specific ethical requirements or a desire to go further on sustainability, Greenbank – our specialist sustainable investment team - offers additional services through bespoke discretionary mandates.

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Investment support

Explore Rathbones' latest charity publications including research, insights, and guidance

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Trustee support

See our range of market insights, quarterly webinars and educational tools to help you, help others.