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About the Fund
For many charities, accessing investments may be overly onerous in terms of cost and administration. In some cases investing through a fund may be beneficial. For that reason we have developed the Quilter Cheviot Global Income & Growth Fund for Charities, managed by charity specialists in line with our long-term approach to charity investments.
The investment objective of the Fund is to both grow the capital value and provide income over the long term. We appreciate that it is important for charities to maintain purchasing power, (keeping pace with inflation), as well as to generate a return above inflation in order to fund current and future commitments.
We do not invest in companies whose primary business is producing or manufacturing tobacco; and as a company we do not invest in businesses which make controversial weapons. Only UK charities can invest in the Fund.
Five years of prioritising you
Last year marked five years since the launch of the Quilter Cheviot Global Income & Growth Fund for Charities (the Fund). Over that time, we’ve built strong, lasting relationships with charities across all sectors and are proud to support organisations like yours as they navigate an increasingly challenging environment.
Interested?
Our team is ready to answer any questions you may have to help your charity start their investment journey.
Or download our brochure for a complete overview of the Fund.
Why invest in the Fund?
Tailored to you
Your charity is unique. The Fund is specifically designed to meet the needs of charities just like yours.
Specialist support
Investing can be confusing. Collaborate with charity investment specialists who put your charity first.
Cost-effective
Avoid onerous costs and administration. Maintain a premier service.
Proven track record
Five successful years helping charities grow capital and long-term income.
Swift market response
We deal daily, and can therefore manage your investments with more scrutiny.
Tax-efficient
Suitable for charities that qualify for UK tax relief, with management fees exempt from VAT.
Investment objective
- CPI+3.5%
The Fund aims to deliver an annualised total return of 3.5% above the UK Consumer Prices Index (CPI) over the medium to long-term. - Access to diversified assets while managing risk
The Fund invests in a mix of direct equities (primarily in the UK, US and Europe) and bonds, as well as via funds to gain exposure to specialist areas such as property, infrastructure and also to equities in other geographic areas.
- Medium risk profile
The Fund is defined as having a medium risk profile (for more information please refer to our brochure). - Generate regular income
Providing you with an income over the long term.
Meet the Fund team
Want to learn more about the Quilter Cheviot Global Income & Growth Fund for Charities?
Throughout the year, we host a programme of exclusive webinars and roundtables where charities can hear directly from our investment specialists and Fund Manager, Howard Jenner. These events provide valuable insights into the Fund's strategy, asset allocation, sector positioning and market outlook, while offering the opportunity to ask questions and engage directly with the team responsible for managing the Fund.
Upcoming Fund events:
Fund in Focus webinar
Join our Fund in Focus webinar for an update on the Quilter Cheviot Global Income & Growth Fund for Charities. Howard Jenner, Manager of the Fund, will provide insights into the Fund's strategy, asset allocation and sector positioning, as well as his views on the outlook for markets. He will also discuss how the portfolio is navigating evolving market conditions, including ongoing geopolitical tensions. There will be an opportunity to put your questions directly to Howard during the live Q&A session.
Only UK charities can invest in the Fund.
Meet the Manager roundtables
Our Meet the Manager roundtables provide an opportunity to meet Howard Jenner in person and discuss the Fund in an informal setting. These sessions offer deeper insight into the Fund and the factors shaping investment decisions.
Upcoming roundtables:
- London – 19 November 2026
- Glasgow – 2 December 2026
- Edinburgh – 3 December 2026
Agenda:
- 12.00pm – Registration and networking
- 12.15pm – Meet the Manager and lunch
- 2.00pm – Close
Who should attend?
These events are exclusively for charities and is ideal for trustees, finance directors, chief executives, chairs and other senior leaders.
For further information about any of these events, please contact charities@quiltercheviot.com.
"The Quilter Cheviot Global Income & Growth Fund for Charities is a “one stop shop” multi asset fund for organisations looking to diversify their long-term reserves. We would welcome the opportunity to meet you at one of our upcoming webinars or roundtables and discuss how we can help support your charity's objectives."
Howard Jenner
Executive Director & Fund Manager
Ready to learn more?
Contact Quilter Cheviot today to discover how we can support your charity’s financial goals. Or check out the Fund resources for a detailed breakdown on the Fund.
Fund resources
Would you like to speak to one of our charity experts?
Speak to an Investment Manager today to find out how we can help you with your investment objectives.