Income-only or total return investing?

A charity report. Income-only or total return investing? What you need to know about the choice facing charity trustees

When did you last review your investment mandate and is it fit for purpose in today’s financial markets?

Understanding the best available investment option is important for your charity. In our white paper we explore the advantages and disadvantages of an income-only and total return investment approach, and consider the factors that you should consider when deciding which to adopt.

Our white paper has been designed to enable you to develop your investment knowledge. You can access the paper below and gain a better understanding of one of the common choices facing charities.

For further information on the investment options best suited for your charity please call Andrew Pitt, our head of charities - London, on 020 7399 1296 or email

Download the research paper here.

Rate this page:
No votes yet