Why income?

With income levels on traditional assets such as cash and government bonds having fallen in recent years, many charities have found it harder to meet their spending commitments, as well as continuing to achieve sustainable growth.

By investing in suitable income products, charities may be able to make their investments work harder to deliver on their objectives of generating income to fund their charitable work and growing capital over time.

  • Focus on companies with a disciplined approach to capital management aims to provide a consistent income stream, even in volatile markets
  • Using time and consistency to harness the full potential of compounding
  • Our income strategies cover equities, bonds and multi-asset

Your capital may be at risk. The value of investments and the income from them can fall as well as rise and investors may not get back the original amount invested.