“We have been impressed by Quilter Cheviot’s skill in both understanding and constructing a portfolio that conforms to our ethical policy, whilst also delivering performance usefully ahead of our agreed benchmark.”
Nottingham Roman Catholic Diocesan Trustees
Many charities have an ethical policy, or even if they do not should work through their approach to this. Here is a case study about working with a charity to construct its ethical policy.Read more
"Annual income twenty pounds, annual expenditure nineteen [pounds] nineteen [shillings] and six [pence], result happiness. Annual income twenty pounds, annual expenditure twenty pounds ought and six, result misery."
David Copperfield by Charles Dickens.
Many charities face a similar dilemma, read our case study about balancing current and future needs.Read more
“We have worked with Quilter Cheviot for many years. We trust their integrity and honesty in helping us generate as much income as possible to allow us to meet the demands for educational and welfare support for children associated with our trade, whilst also protecting our capital so we can help future generations.”
Fashion & Textile Children's Trust
What is a good benchmark? How do you work out whether your investment manager is doing a good, so-so or terrible job?And how do you work out whether the investments are delivering the returns the charity requires?Read more
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