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For clients with more than £2m to invest we provide two alternatives. Either a total fund management mandate or a specialist investment management for a portion of the assets.
Our unit trust offers retail investors a portfolio that aims to achieve long term capital growth together with a yield at least 10% above that of the FTSE All Share before expenses.
This is our common investment fund aimed at smaller charities. As one of our higher yielding funds, the Charity Value and Income Fund is ideally suited to charities with significant income needs.
The Value and Income Trust plc (ticker: VIN) is unique amongst investment trusts in that it invests both in UK equities and direct property. We manage the equities element in a similar way to our specialised funds. The property portfolio is managed by OLIM Property.