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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
The team think intelligently, act decisively and make themselves completely accountable for their decisions.
Balance income and growth
The team think intelligently, act decisively and make themselves completely accountable for their decisions.
Responsible investing
The team think intelligently, act decisively and make themselves completely accountable for their decisions.
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.
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.
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.
Bespoke portfolio
Each portfolio is actively managed and built around your financial objectives, risk appetite and time horizon.
A 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.
Bespoke portfolio
Each portfolio is actively managed and built around your financial objectives, risk appetite and time horizon.
A 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.
Discover more
Trustee support
See our range of market insights, quarterly webinars and educational tools to help you, help others.
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