{"id":8808,"date":"2024-09-13T15:16:25","date_gmt":"2024-09-13T15:16:25","guid":{"rendered":"https:\/\/www.taml.co.uk\/4\/investing-for-charities\/"},"modified":"2026-02-17T11:37:22","modified_gmt":"2026-02-17T11:37:22","slug":"investing-for-charities","status":"publish","type":"page","link":"https:\/\/www.taml.co.uk\/4\/investing-for-charities\/","title":{"rendered":"Investing for charities"},"content":{"rendered":"\n<div class=\"block-fade content-links-icons\">\n\t<div class=\"flex-container\">\n\t\t\n\t\t<div class=\"half-column content-links-icons-content\">\n\t\t\t\n\t\t\t\t\t\t\t<h2>\n\t\t\t\t\tMeeting the needs of charity investors\t\t\t\t\t\t\t\t\t<\/h2>\n\t\t\t<p>We have over 20 years of experience in managing assets for charities and foundations, with c. 90 charity clients and c. \u00a3900m in charity AUM. Our investors include universities, religious and medical charities, livery companies and endowments.<\/p>\n<p>We offer a dedicated \u2018S\u2019 Share Class in our funds exclusively for UK registered charities, with the benefit of a lower annual management charge.<\/p>\n<p>Additionally we offer an ethical exclusion option across our fund range, allowing charities with ethical preferences to invest.<\/p>\n\n\t\t<\/div><!-- .content-links-icons-content -->\n\t\t\t\n\t\t<div class=\"half-column content-links-icons-icons has-line-above\">\n\t\t\t\n\t\t\t\t\t\t\t<h3>\n\t\t\t\t\tFunds with charity-focused share classes:\t\t\t\t<\/h3>\n\t\t\t\t\n\t\t\t\t\t\t\t\t\t\t<ul>\n\t\t\t\t\t\t\t\t\t\t\t\t\t\t<li style=\"background-image: url(https:\/\/www.taml.co.uk\/4\/wp-content\/themes\/troy\/assets\/src\/images\/blue-check@2x.png)\">\n\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t<a href=\"https:\/\/www.taml.co.uk\/4\/funds\/trojan-fund\/\">\n\t\t\t\t\t\t\t\t\tTrojan Fund \t\t\t\t\t\t\t\t\t\t<\/a>\n\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t<\/li>\n\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t<li style=\"background-image: url(https:\/\/www.taml.co.uk\/4\/wp-content\/themes\/troy\/assets\/src\/images\/blue-check@2x.png)\">\n\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t<a href=\"https:\/\/www.taml.co.uk\/4\/funds\/trojan-ethical-fund\/\">\n\t\t\t\t\t\t\t\t\tTrojan Ethical Fund \t\t\t\t\t\t\t\t\t\t<\/a>\n\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t<\/li>\n\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t<li style=\"background-image: url(https:\/\/www.taml.co.uk\/4\/wp-content\/themes\/troy\/assets\/src\/images\/blue-check@2x.png)\">\n\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t<a href=\"https:\/\/www.taml.co.uk\/4\/funds\/trojan-income-fund\/\">\n\t\t\t\t\t\t\t\t\tTrojan Income Fund \t\t\t\t\t\t\t\t\t\t<\/a>\n\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t<\/li>\n\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t<li style=\"background-image: url(https:\/\/www.taml.co.uk\/4\/wp-content\/themes\/troy\/assets\/src\/images\/blue-check@2x.png)\">\n\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t<a href=\"https:\/\/www.taml.co.uk\/4\/funds\/trojan-ethical-income-fund\/\">\n\t\t\t\t\t\t\t\t\tTrojan Ethical Income Fund \t\t\t\t\t\t\t\t\t\t<\/a>\n\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t<\/li>\n\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t<li style=\"background-image: url(https:\/\/www.taml.co.uk\/4\/wp-content\/themes\/troy\/assets\/src\/images\/blue-check@2x.png)\">\n\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t<a href=\"https:\/\/www.taml.co.uk\/4\/funds\/trojan-global-equity-fund\/\">\n\t\t\t\t\t\t\t\t\tTrojan Global Equity Fund\t\t\t\t\t\t\t\t\t\t<\/a>\n\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t<\/li>\n\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t<li style=\"background-image: url(https:\/\/www.taml.co.uk\/4\/wp-content\/themes\/troy\/assets\/src\/images\/blue-check@2x.png)\">\n\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t<a href=\"https:\/\/www.taml.co.uk\/4\/funds\/trojan-global-income-fund\/\">\n\t\t\t\t\t\t\t\t\tTrojan Global Income Fund \t\t\t\t\t\t\t\t\t\t<\/a>\n\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t<\/li>\n\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t<li style=\"background-image: url(https:\/\/www.taml.co.uk\/4\/wp-content\/themes\/troy\/assets\/src\/images\/blue-check@2x.png)\">\n\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t<a href=\"https:\/\/www.taml.co.uk\/4\/funds\/trojan-ethical-global-income-fund\/\">\n\t\t\t\t\t\t\t\t\tTrojan Ethical Global Income Fund \t\t\t\t\t\t\t\t\t\t<\/a>\n\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t<\/li>\n\t\t\t\t\t\t\t\t\t\t\t\t\t<\/ul>\n\t\t\t\t\t\t\n\t\t<\/div><!-- .content-links-icons-icons -->\n\t\t\n\t<\/div><!-- .flex-container -->\n\t\t\n\t<div class=\"clear\"><\/div>\n\t\t\n<\/div><!-- .content-links-icons -->\n\t\n\n\n\n<div class=\"block-fade full-width-content hero-section hero-type-image  hero-colour-off\" style=\"background-image: url()\">\n\t\n\t<div class=\"hero-overlay\"><\/div>\n\t\n\t<div class=\"inner-container\">\n\t\n\t\t\t\t\t<div class=\"troy-heading\">\n\t\t\t\t<h2>\n\t\t\t\t\tOur investment approach focuses on protecting and growing investors\u2019 assets \t\t\t\t\t\t\t\t\t<\/h2>\n\t\t\t<\/div>\n\t\t<p>All our Funds invest in high quality assets and aim to deliver sustainable long-term returns.<\/p>\n<p>Within that, our Funds\u2019 objectives range from a more defensive multi-asset protect and grow approach, through generating equity income (with an element growth), to seeking growth in a focused portfolio of global equities.<\/p>\n<p>Charities can choose a combination of our Funds to deliver a blended approach to meet their specific needs, and they have discretion to change the \u2018mix\u2019 over time depending on the charity\u2019s own needs and their evaluation of market conditions.<\/p>\n\t\t\n\t\t\n\n\t<\/div><!-- .inner-container -->\n\n<\/div><!-- .hero-section -->\n\n\n<div class=\"block-fade full-width-content hero-section hero-type-colour hero-without-horse hero-colour-background-white\" >\n\t\n\t<div class=\"hero-overlay\"><\/div>\n\t\n\t<div class=\"inner-container\">\n\t\n\t\t\t\t\t<div class=\"troy-heading\">\n\t\t\t\t<h2>\n\t\t\t\t\tInvesting responsibly is integral to long-term value creation\t\t\t\t\t\t\t\t\t<\/h2>\n\t\t\t<\/div>\n\t\t<p>As long-term investors, we recognise the importance of investing responsibly.<\/p>\n<p>Troy\u2019s research driven approach includes the integration of material ESG factors into our investment analysis and across our stewardship activities. This includes voting across all our holdings at company AGMs and engaging with company management when necessary to drive change.<\/p>\n<p>We report regularly to our charity investors on all our stewardship activities.<\/p>\n\t\t\n\t\t\n\n\t<\/div><!-- .inner-container -->\n\n<\/div><!-- .hero-section -->","protected":false},"excerpt":{"rendered":"","protected":false},"author":1,"featured_media":0,"parent":0,"menu_order":0,"comment_status":"closed","ping_status":"closed","template":"","meta":{"_acf_changed":true,"footnotes":""},"coauthors":[80],"class_list":["post-8808","page","type-page","status-publish","hentry"],"acf":[],"yoast_head":"<!-- This site is optimized with the Yoast SEO plugin v27.3 - https:\/\/yoast.com\/product\/yoast-seo-wordpress\/ -->\n<title>Investing for charities - TAML 4 - AT<\/title>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link rel=\"canonical\" href=\"https:\/\/www.taml.co.uk\/4\/investing-for-charities\/\" \/>\n<meta property=\"og:locale\" content=\"en_US\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"Investing for charities - 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