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 and Growth Fund for Charities, managed 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. The Fund is for UK charities only.