Investment options



Explore our Charity funds

Charifund

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

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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.

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Charibond

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

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Planet+

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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