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We believe that asset allocation is the key driver of performance. We construct portfolios by combining asset classes to form a bespoke portfolio structure designed to achieve each charity's long-term objectives with the least possible volatility.

In addition to the core components such as cash, bonds, equities, absolute return vehicles, property and commodities, we look to enhance returns by gaining access to global investment themes that we have identified as having particularly strong potential. These diverse sources of returns, coupled with rigorous due diligence, have served us well over the long term and particularly in difficult markets.

 

We employ an open architecture third party funds approach to investment selection. This allows us to select the best fund managers in each sector purely on merit. We seek to invest primarily with active managers, with strong and consistent long-term track records, who are likely to thrive in particular market conditions. Where appropriate, however, we will also include passively managed funds. Our independence allows us complete objectivity in fund selection. We do not run our own funds or accept trail commission or other inducements from fund managers to pick one fund over another. We incorporate CIFs into charity portfolios only where they meet our strict fund selection criteria.

 

Our strong and consistent performance track record is backed up by an outstanding level of customer service and our clean fee structure ensures a perfect alignment of interests.