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Case study

Saving lives, spreading awareness, sustainable investments

ESG investments are helping the Northumberland National Park Mountain Rescue Team to plan for the future and continue providing their life-saving emergency search and rescue services.

Project snapshot

Investing to support their long-term financial stability

To ensure they can continue to provide life-saving services and training 

The cause

Saving lives, supporting the emergency services, and educating people on how to stay safe across over 5,000 square-kilometres of Northumbrian countryside is no small task. But it is what the Northumberland National Park Mountain Rescue Team (NNPMRT) do, regardless of the time, date, or weather.

The team require specialist equipment and facilities to undertake their life-saving search and rescue services. Therefore, it is essential that the team also has the right financial planning in place to ensure that they have the right funds to continue their vital work. Investing in IFSL CAF ESG Funds is helping them to do just that. 

 

 
Northumberland Mountain Rescue 1

Our support

Environmental, social and governance (ESG) funds enable charitable organisations to deliver sustainable, long-term returns, address today’s challenges by investing in companies that strive to make the world a better place, and promote their values. 

Speaking about their ESG-funds investment and the benefit they bring to financial planning, Steve Montgomery, NNPMRT’s treasurer, said, "We selected the CAF IFSL ESG Cautious Fund for our Trustees’ Reserve because it met our objectives for long-term protection against inflation with an acceptable level of risk to our capital."

 
 

We selected the CAF IFSL ESG Cautious Fund for our Trustees’ Reserve because it met our objectives for long-term protection against inflation with an acceptable level of risk to our capital

Steve Montgomery
Northumberland National Park Mountain Rescue Team


Northumberland Mountain Rescue 3

The impact

Entirely run by volunteers, NNPMRT members respond to approximately 100 incidents each year. They also donate 4,000 hours a year to support the organisation more broadly, covering governance, administration, training, fundraising, and vehicle and equipment maintenance. All of which means it is critical for the team to select investments that support their mission. 

Discussing their work and how they support their community, Iain Nixon, NNPMRT’s Team Leader, explained, “Our mountain rescue team covers the largest operational area in England and Wales and as such, we use a huge amount of volunteer time and equipment. Having financial security is paramount in ensuring that we can support the public and colleagues in other emergency services. Working with CAF gives us that security.”

Iain Smith, CAF Bank’s Relationship Director for northern England, describes the benefits ESG funds offer charities as, “Our ESG funds help charities obtain a financial return, while also making a positive difference to society and the wider world. It’s fantastic to see that the funds will be a part of NNPMRT ongoing strategic planning.” 

 

Northumberland Mountain Rescue 2

If your charity is interested in exploring how investments could support your work, you can contact our expert team or download our guide to investments.

 

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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.

LGT Wealth Management UK LLP is authorised and regulated by the Financial Conduct Authority Registered in England and Wales: OC329392. Registered office: 14 Cornhill, London, EC3V 3NR.

LGT Wealth Management Limited is authorised and regulated by the Financial Conduct Authority. Registered in Scotland number SC317950 at Capital Square, 58 Morrison Street, Edinburgh, EH3 8BP.

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).

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