Fund in Focus
Celebrating 5 years of the Quilter Cheviot Global Income and Growth Fund for Charities
Wednesday 15 October 2025
12pm - 1pm

We are delighted to present the first in a new series of webinars focused on the Quilter Cheviot Global Income and Growth Fund for Charities*, designed specifically for charity trustees and senior leaders working in the non-profit sector.
To mark the 5th anniversary of the Fund, Howard Jenner, Fund Manager, will offer valuable insights into the Fund’s strategy, asset allocation, and sector positioning. Howard will also discuss how the Fund is navigating evolving market conditions, including the impact of trade tariffs and ongoing geopolitical tensions. He will highlight the sectors he is most optimistic about for future growth and how these align with the Fund’s long-term objectives.
In addition, Sheena Berry, Equity Research Analyst at Quilter Cheviot will provide a deep dive into the healthcare sector. She will explore how global trends, geopolitical shifts, and innovation are shaping opportunities and challenges in this space, with a key focus on stocks currently held within the Fund.
The webinar will feature a Q&A format, providing opportunity for you to ask questions relevant to your organisation’s needs. To maximise the benefits of this session, we encourage you to submit any questions in advance when registering.
*Only UK charities can invest in the Fund.
AI for Charities
Navigating opportunities, challenges and strategic implementation
Thursday 22 May 2025
12pm - 1pm

Did you know…
According to the Charity Digital Skills Report 2024, ‘61% of charities are using AI tools in their day-to-day work or operations’. In the same report, it is also stated that, ‘50% of charities say the biggest barrier they face to moving forward with AI is a lack of skills and expertise’.*
To address these challenges, join our exclusive webinar specifically designed for charity trustees to help them evolve with AI.
What to expect:
- Ben Barringer, Global Technology Analyst at Quilter Cheviot, will delve into the evolution of AI, the current technology debates, and the investment opportunities AI presents for charities.
- Mark Luckins, Digital, Data and Technology Consultant at Adapta, will provide insights into AI’s capabilities, including the latest trends in AI adoption within the sector. Mark will offer practical guidance on implementing these technologies in your charity operations.
- Matthew Hill, Director of Technology Innovation at Rethink Mental Illness, will share his lived experiences of integrating AI at Rethink Mental Illness, offering first hand insights into the challenges and successes encountered.
The webinar will feature a Q&A format, providing an opportunity for you to ask questions relevant to your organisation’s needs. To maximise the benefits of this session, we encourage you to submit any questions in advance when registering.
Stay Informed
Be sure to check out our bimonthly podcast, CharitEpulse, where charities director, Charles Mesquita and his two co-hosts discuss the current challenges affecting charities, nonprofits, and voluntary organisations.
Additionally, our monthly newsletter, trustEnews, aims to keep you informed about the latest sector news and regulations.
