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Rathbone launches new charity investment fund

Rathbone launches new charity investment fund

Rathbone Unit Trust Management has launched the Rathbone Core Investment Fund for Charities.

The fund will offer a multi-asset investment strategy to complement the existing Rathbone Active Income and Growth Fund. It has been specifically structured for charities with the aim of delivering long-term capital growth and a level of income while employing a total return approach.

The fund will invest in a diverse range of asset classes, and will not invest directly in companies manufacturing tobacco or tobacco products, or companies that derive more than 10% of their revenues from the manufacture of alcoholic beverages, armaments, gambling, high interest rate lending or pornography.

It will be managed by Andrew Pitt, investment director and head of charities, London at Rathbones.

Pitt said:

“This fund marks a significant addition to the investment opportunities we can offer our charities clients. Rathbones is committed to helping charities preserve and grow their investment capital, and this new fund is specifically tailored to their needs.”

Melanie May is a journalist and copywriter specialising in writing both for and about the charity and marketing services sectors since 2001. She can be reached via

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