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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Managed Portfolio Service

With Discretionary investment management from abrdn 

Made to support your investment goals

When you have unique needs, you need a unique approach. Our Managed Portfolio Service is built around the specific investment goals of a CAF Charitable Trust looking to invest £100,000 or more.

We chose our investment management partner Discretionary investment management from abrdn for its vast experience of working with charities. Like us, they are dedicated to helping charitable funds make a lasting financial and social impact.

Key features and benefits

Meet the specific needs of your organisation

A range of ‘Investment profiles’ offering differing levels of risk ensure your investment continues to match the profile your trustees select.

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