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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With interest rates at historically low levels, keeping your charity's money in the bank can eat into your funds. And that means you could struggle to meet your financial obligations to your beneficiaries, as well as your responsibility to make the most of your charity's funds.

That’s where investing comes in. Investing can make the most of your long-term funds and protect your charity’s money against the impact of inflation. Investments may generate better returns than holding cash in the bank, so there’s potential to grow your money and expand in the future.


Do you want to invest, but have concerns that now may be the wrong time? Perhaps you feel markets are expensive, or that political events could cause a fall in values?

It's always wise to consider the benefits and risks of investing, especially when it’s on behalf of your charity.


Don't worry if you’re new to investing. We have 30 years’ experience helping charities of all sizes to plan their portfolio and manage their investments to make the most of their funds. We can help you to research and understand your options – and communicate them to your trustees – or put you in touch with our trusted partners if you need more specific charity investment advice.

Speak with a charity expert

Our free consultations are informal and informative

We’ll discuss how our investment solutions work, and which options could be a good fit. Or we can simply answer any questions you might have. 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

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Investment resources 

Understanding investing

Our guide can help you understand the investment journey.

Download our guide

Why do charities invest?

Making the most of your charity’s funds is one of the biggest responsibilities you face.

Is investing right for your charity?

Need investment advice?

If your charity needs specific investment advice, check out our Investment advice for charities page for more information.

Check out our hints and tips

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.