Charities

We invest primarily in a diversified portfolio of dividend-paying UK stocks (excluding companies involved in the production of tobacco).

Our high yield investment style seeks to deliver a high and growing income to charities, as well as protecting investors’ capital from the corrosive effects of inflation over any ten year period. We aim to identify stocks which are undervalued, focusing on defensive companies with the potential to grow their dividends over the long term.

The strategy has three objectives:

To provide an annual yield above that available from the FTSE All-Share Index
To provide an income stream that increases every year
To provide a level of capital growth, net of the Ongoing Charge Figure, that is higher than inflation over any ten-year period, as measured by the UK Retail Prices Index (RPI).

For institutional investors only. Not for onward distribution to any other type of client. No other persons should rely on the information contained on this website.