Segregated Portfolios for Charities
A genuinely bespoke and personalised investment management service offering a range of investment options tailored to your Charity's specific financial objectives.
How our segregate mandates work for charities
Be it a particular income requirement or specific ethical restrictions, we work closely with you to ensure that your portfolio reflects your requirements at all times.
- A bespoke investment portfolio
- Direct access to your portfolio manager
- Ongoing investment advice and support
- Clear, transparent portfolio reporting
- Custody for your assets
- Ethical screening, training and investment guidance
The solution for charities with special objectives
If your charity has specific financial requirements, support them with a segregated portfolio. Whether it is the need for a regular income to fund ongoing operations, long-term capital growth through a total-return approach, or a combination of the two, a bespoke portfolio can be built around these objectives.
Benefiting from a bespoke portfolio with W1M
Alignment with your objectives
Flexibility as your needs change
Responsible investment considerations
Greater transparency and oversight
A segregated charity portfolio is a bespoke investment portfolio managed specifically for an individual charity, rather than investing through a pooled fund. It can be tailored to reflect your charity’s objectives and requirements, including its income needs, risk profile, ethical policy and any specific investment restrictions.
A segregated approach can provide greater flexibility over how the portfolio is constructed and managed, allowing the investment strategy to evolve as your charity’s circumstances and requirements change. It is typically suited to charities where the size and complexity of the portfolio make a bespoke approach appropriate.
Yes. A segregated portfolio can be tailored to reflect your charity’s individual ethical or responsible investment requirements. This may include excluding particular sectors or investments, or setting other investment restrictions that reflect your charity’s objectives and values.
Our team can work with you to understand your requirements and help you develop an approach that is both practical and appropriate for your charity’s investment strategy.
Our bespoke segregated portfolios typically have a minimum investment of £2 million. Whether a segregated portfolio is the most appropriate approach will also depend on your charity’s individual circumstances, investment objectives and requirements.
For charities seeking a pooled approach, our Charity Growth & Income Fund has a minimum investment of £10,000 and may provide an alternative for charities that do not require the same level of tailoring.