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Charity Webinars

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Quilter Cheviot Global Income and Growth Fund for Charities

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ANNUAL REVIEW FOR CHARITIES: 2020 IN PERSPECTIVE

We have curated articles and information on a diverse range of subjects, all focused on the charity sector. 

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Investments

Select an investment manager you trust to construct the charity’s investment strategy.

Investment solutions
Portfolio construction
Meeting charities' objectives
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Specialist expertise

We are experts in many areas and charities trust our expertise.

Knowledge guides
Trustee seminars
External events
Affiliations
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Key facts

We have a long track record of working with charities.

£1.8bn Charity AUM
 
650+ Charities
Dedicated
charity team
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INSIGHTS

Dealers' Early Call
Investment insights

Dealers' Early Call

The FTSE 100 is called to open 26 points higher at 7100. Asian stocks were steady Thursday after U.S. shares moved in narrow ranges as traders digested commentary from Federal Reserve officials on the outlook for stimulus.
MPS Q2 2021 review
All insights

MPS Q2 2021 review

Join Simon Doherty, Lead Portfolio Manager of our Managed Portfolio Service (MPS) for an overview of the key drivers of performance in Q2 2021, the changes recently implemented to our strategies and an update on our current positioning and asset allocation.
Weekly comment: Ahead of schedule
All insights

Weekly comment: Ahead of schedule

As markets respond to the possibility of rate hikes as soon as 2022, host David Henry, Investment Manager, is joined by Richard Carter, Head of Fixed Interest Research, and Samir Shah, Fund Research Analyst, to discuss how markets have responded to this news.
Diary of a Fund Manager - Listening Post
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Diary of a Fund Manager - Listening Post

In this week’s Diary, what the Fed said and what investors did next, evidence that the strength of the recovery is moderating and the importance of listening to those who experienced the past and are still around to tell us how it was for them. Finally, a few anecdotes about Putin before he was famous.
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About us

We are able to track our heritage back over 250 years and have been helping charities with their investments for nearly as long. To help ensure we fully understand the issues facing our clients, we actively encourage members of staff to take up a trusteeship with a wide range of charitable organisations or act as volunteer independent investment advisors on charity investment sub-committees.

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An introduction to Quilter Cheviot
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Subscribe to trustEnews

Are you a trustee? Or just interested in the charity sector? trustEnews aims to help trustees keep on top of the charity sector.

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What people say

“This is one of the best newsletters of this kind I have ever seen. Well written and informative on topics of genuine interest. I will certainly share it with my Board.” 

Fabian French, former CEO of UK Community Foundation