Important information

The value of investments may fall as well as rise. You may not get back the full amount that you originally invested. Past performance is not a guide to future performance. There is no guarantee about the level of capital or income returns that will be generated.

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Discretionary Portfolio Management

Managed by abrdn

When you have unique needs, you need a unique approach. We can introduce you to a discretionary portfolio management offering that is built around the specific investment goals of charities or social enterprises who are looking to invest £500,000 or more.

We chose our discretionary investment management partner, abrdn, for its vast experience of working with charities. Like us, they’re dedicated to helping charitable funds make a lasting financial and social impact. And they’re familiar with the challenges you face. Discover if the discretionary investment management offering could be the next step in your organisation’s growth planning.

Speak with our expert team

Key features and benefits

Meet the specific needs of your organisation

abrdn Discretionary choose investments in your Discretionary fund to match the aims and objectives and risk profile agreed with you.

A professionally managed offering

Giving you access to a wide range of investments with the potential of delivering consistent returns on a total return basis, all within a single portfolio structure.

Designed to align with Charity Commission guidance (CC14)

CC14 outlines guidance on existing and new requirements for Trustees, regarding any investments that they make on behalf of a charity

Interested to learn more?

Our free consultations are informal and informative

We’ll discuss how our investment solutions work, and whether the Discretionary Portfolio Management Service could be a good fit for your charity. You don’t have to make any commitment. We’ll simply do everything we can to help, then leave you to make up your own mind.

Start the conversation

About The Fund Manager

Discretionary investment management from abrdn is an award-winning1 discretionary investment manager, focused on providing the best long-term financial outcomes for clients.

With one of the fastest growing charity teams in the industry2, it has extensive experience working directly with charities, trustees, private clients, financial advisers, accountants and solicitors, both in the UK and internationally. Its investment solutions target a broad range of client outcomes designed to meet clients’ current and future financial needs.

As the  discretionary investment arm of abrdn group3, they are  in the unique position of being able to combine its boutique portfolio management expertise and analysis with that generated by abrdn’s 1,200 global investment professionals. This allows it to offer institutional-quality investment management and global research capabilities, not usually available to private clients and smaller charities.

1  Recent awards won include: The Private Asset Management (PAM) Award for Innovation (2020) and Sustainable Investing Solution Award (2019 & 2021); the Investment Week Sustainable & ESG Investment Award for Best ESG Wealth Manager / Discretionary Fund Manager (2019).

 2 Charity Finance Fund Manager Survey 2020 - ranked second on percentage assets under management increase.

3 abrdn plc is listed on the London Stock Exchange with approximately 1.2 million shareholders worldwide and a heritage stretching back over 180 years.


Investment involves risk. The value of investments, and the income from them, can go down as well as up and an investor may get back less than the amount invested.  There is no guarantee about the level of capital or income returns that will be generated. Past performance is not a guide to future results.

abrdn Capital Limited, registered in Scotland (SC317950) at 1 George Street, Edinburgh EH2 2LL. abrdn Capital Limited is authorised and regulated by the Financial Conduct Authority.

Investment Fund Services Limited (IFSL) is the Authorised Corporate Director (ACD) for the IFSL CAF Investment Funds. IFSL is registered in England No 06110770 and is authorised and regulated by the Financial Conduct Authority. Registered office: Marlborough House, 59 Chorley New Road, Bolton, BL1 4QP.

CAF Financial Solutions Limited (CFSL) is authorised and regulated by the Financial Conduct Authority under registration number 189450. CFSL Registered office is 25 Kings Hill Avenue, Kings Hill, West Malling, Kent ME19 4TA. Registered in England and Wales under number 2771873. CFSL is a subsidiary of Charities Aid Foundation (registered charity number 268369).