Investing For Charities

Our cautious investment approach suits the objectives of most charities.

We understand the importance of:

  • Capital preservation and income growth
  • Stable, reliable, real income to meet the demand for grants
  • Capital requirements for unexpected events

 

The Trojan FundTrojan Income FundTrojan Ethical Income FundTrojan Global Equity Fund and Trojan Global Income Fund all have bespoke share classes aimed at UK registered charities and charge an annual management charge of 0.75%.

 

Please contact us to discuss how we can be of assistance to you.

 

Responsible Investment Policy

Download Responsible Investment Policy

 

How to Invest

You may invest directly, via a broker or adviser, or through a number of online fund platforms.

How to Invest