Investment Management Services for Charities

Maunby manages a number of Charity portfolios for large organisations as well as families.  We are very aware that the returns these portfolios generate are essential to fund the good causes that the charities support.

To that end we take the time to understand the Trustees’ requirements within their Investment Policy Statement and how we can best meet their requirements through bespoke portfolio construction, active management of the assets and careful consideration of costs.

…we take the time to understand the Trustees’ requirements and how we can best meet their requirements

Where Charities have specific sectors or stocks they wish to avoid, we will ensure these are excluded. Conversely, if there are sectors that the Trustees wish the portfolio to invest in we will consider their suitability and include them where appropriate.

If you would like to discuss the Maunby charity service further, please do get in touch with us.