Trusts & charities

Many trusts and charities require advice in relation to the investment strategy to be employed in order to meet their investment objectives, obligations to beneficiaries and meet the requirements of the applicable legislation. E.g The Trustee Investment Act 2000.

Traditional investment advisers, stockbrokers and portfolio managers often provide expensive and/or pre-packaged solutions that are not tailored to the needs of the trust.

The Evolve Investment Service for Trusts and Charities provides an alternative approach which has been made possible by the entrance into the UK market of two of the biggest and lowest cost names in fund management in the US and Evolve’s willingness to embrace new ideas. It is designed for trusts and charities with £250,000 or more of invested assets, who want the following:

• A tailored investment portfolio
• A clearly defined investment policy statement
• Regular investment reviews with a highly qualified and experienced investment adviser
• Detailed online reporting
• Offline reporting
• Reduced costs of investing

If you think that a typical fund manager or unit trust will charge 1.5% p.a. (and sometimes considerably more) in annual management fees, and probably a hefty up front fee as well and, on average perform worse than the index that it is investing in (because of the high fees), you have to ask yourself whether this represents good value for money.

Our fees start at 0.75% per annum of invested assets, reducing to 0.1% per annum for large portfolios. A minimum fee of £100 per month applies.

Please call us on 0845 602 7875 quoting ‘Trusts & Charities’ and we will send you a complimentary Information Pack including our Rate Card which explains our current fees. Alternatively, please click here>> to send us a request or message.