Charities

Schroders plc is one of the leading managers of charitable assets in the UK. As at 31 December 2007, we managed over £2.5 billion on behalf of 212 charitable clients.

Our dedicated specialist charities team draws on all the resources of Schroders plc and utilises the investment resources of one of the largest and most globally diverse investment houses. We provide a personal service expertly tailored to meet present and future needs of Charities and Charitable Trusts. Our understanding of the requirements of Charity Trustees and Investment Committees, coupled with the use of Strategic Asset Allocation techniques enables us to create the ideal investment solution for each individual client.

Working independently within Schroders, the Charity team are free to use the best investment opportunities for clients from the impressive range of in house and externally managed products across all asset classes. Schroders offer both discretionary investment services as well as the opportunity of investing in specialist multi-asset products, either in combination or on a stand alone basis. There are three in house Charity Commission authorised Common Investment Funds - the Charity Equity Fund, Charity Fixed Income Fund and the Charity Multi-Asset Fund. These funds are specifically designed for charities and provide cost-effective access to high quality diversified portfolios.

If you would like more information on our investment services for charities, please contact Richard Robinson, Head of Charities at Schroders or email schroderscharities@schroders.com.

Richard Robinson
Head of Charities
Schroders plc
31 Gresham Street
London
EC2V 7QA
Tel: +44 (0)20 7658 4408
Email: richard.robinson@schroders.com