Managing assets responsibly for current and future beneficiaries.
A trusted investment management partner to faith‑based investors
We understand that faith-based organisations face growing financial pressure and scrutiny. Trustees must balance faith-driven values, strong governance and sustainable financial outcomes, often with limited resources and increased accountability.
At Rathbones, we have a long history of supporting investors of all religions and denominations, whether Church of England dioceses, Catholic organisations, Quaker meeting houses or Jewish charities. We work alongside trustees, faith leaders and finance teams to help them make confident, well-governed investment decisions that support their mission today and strengthen resilience for the future.
Speak to a charities specialist about your investment approach.
Our approach: investment governance, stewardship and trustee support
Strong governance is central to successful long-term investment. Our role is not only to manage money, but also to act as a long-term partner, providing clarity, expertise and support as your responsibilities evolve. Drawing on guidance from respected bodies such as the Church of England's Ethical Investment Advisory Group (EIAG), we build our approach around three core principles:
Stewardship
Alignment
Reflecting agreed faith‑based values and ethical considerations within mandates.
Sustainability
Supporting resilient income and long‑term capital growth.
We also give trustees direct access to experienced investment professionals and reporting that supports governance without adding unnecessary complexity. We work closely with trustees and advisers to support:
- Investment policy design and review
- Ongoing oversight and reporting
- Stewardship activity, including engagement and voting where applicable
- Clear communication that supports confident decision‑making
Ethical investing: what to consider and how it works
Download the guide and explore a more holistic approach to ethical investing.
Investing in line with your faith, values and financial objectives
Our approach starts with your purpose. We work closely with you to understand your organisation’s objectives, spending needs, and any ethical or sustainability considerations that shape your investment policy. We then design and manage portfolios that balance growth, income and capital preservation, whether through bespoke mandates or multi-asset fund solutions.
At Rathbones, we believe responsible investment should sit at the heart of every charity’s investment strategy. Many charities draw on the Church of England’s Ethical Investment Advisory Group (EIAG), which outlines three interlinked pillars:
- Investing for a renewed and sustainable world
- Investing for a peaceful, just and flourishing world
- Investing in resilient and well-governed systems
These pillars reflect the belief that a healthy society, a stable environment and well-governed organisations are essential to long-term value creation.
Investment solutions for faith-based charities and organisations
We offer a range of investment solutions for faith-based organisations, from income-focused portfolios to long-term growth strategies.
Pooled multi‑asset funds
Designed to offer simplicity, diversification and daily liquidity:
- Broad diversification across asset classes
- Targeting a balance of income and growth
- Ethical approaches available, subject to fund parameters
- Suitable for organisations seeking a streamlined investment solution
Bespoke segregated portfolios
Designed for larger or more complex organisations:
- Tailored investment strategies aligned to specific objectives
- Custom ethical and policy alignment
- Dedicated investment manager and reporting
- Greater flexibility over income and capital strategy
Specialist ethical equity and fixed income solutions
Where appropriate to your mandate, we can also offer specialist ethical global equity and fixed income solutions.
Rathbones Charity Growth and Income Fund
Bespoke segregated portfolios
Ethical global equity solutions
Rathbones Active Income and Growth Fund
Sustainable investing with Greenbank
Fixed income solutions
Why faith-based charities choose Rathbones
Heritage and scale
We bring more than 100 years of experience and manage over £9.7 billion in charity assets.
Ethical expertise
Tailored ethical mandates aligned to your organisation's values, objectives and stewardship priorities.
Clarity and transparency
We provide clear reporting, straightforward communication and a partnership-led approach.
National reach, local presence
We support clients through 22 offices across the UK, combining national strength with local support.
Speak to a charities specialist
Insights for charities
4 mins
28 May 2026
Aligning responsible investment with purpose and mission
A strong responsible investment framework for charities balances mission, risk and return. It goes beyond simple exclusions, using Environmental, Social and Governance (ESG) integration, stewardship and clear prioritisation to align investments with purpose. The most effective approaches are evidence-based, proportionate and transparent, helping trustees demonstrate progress while maintaining long-term financial outcomes.
6 mins
19 May 2026
Weekly Digest: A gilt-edged warning
As speculation rises that a left-winger could replace Keir Starmer, UK gilt yields have risen to levels last seen before the financial crisis, bringing renewed focus to inflation, public finances and borrowing costs. Equity markets continue to be supported by earnings growth and AI investment, even as higher yields play a more visible role.
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