Our new Common Investment Fund aims to provide charities with attractive long-term capital and income returns by investing in UK equities. With a minimum investment of £1000 it is available to most charities.

The fund offers charities:

- A high starting yield targeted to be 33% higher than that available from companies in the FTSE All Share Index.
- The long term growth benefits for capital and income of pursuing a high yield investment strategy.
- Lead management by Patrick Harrington who has successful record of managing high yielding charity portfolios.

*Please note that OLIM Limited does not provide advice on investing in the shares of the Charity Value and Income Fund. Any decision to invest should be on the basis of advice from an authorised financial adviser and in conjunction with the latest fund documents.

Fund Literature

Brochure
Application Form
Scheme Particulars
Fact Sheet 31/12/07
Fact Sheet 31/03/08
Fact Sheet 30/06/08
Fact Sheet 30/09/08