Investment options

Explore our Charity funds


A diversified portfolio of mainly UK-listed equities (company shares), designed to provide good long term income and total return.

Charity Multi Asset Fund

A globally diversified portfolio of different assets with a strong bias towards equities (company shares), designed to deliver good long term income and total return.


An actively managed portfolio of UK Government Bonds (Gilts) and higher quality corporate bonds, designed to provide both income and total return.


We recognise that, increasingly, our clients are looking to align their investments with their environmental and social values, and we have a range of Planet+ funds with the potential to help meet this need.

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