We are one of the leading charity investment managers in the UK, with a focus on global, thematic investments that secure tomorrow through shaping a sustainable future. We believe that investment has the power to grow and protect wealth in a way that benefits society.
Charities who partner with us receive a dedicated client service from one of the sector’s largest and most experienced teams. We have been investing charities’ funds for more than 20 years, and currently manage portfolios on behalf of over 450 charities, spanning educational, medical, animal, religious and grant-making organisations.
Investments built around your charity’s needs
Across our organisation, we take a responsible approach to investment, embedding stewardship principles at the heart of our investment process. We focus on creating a bespoke, sustainable investment strategy for your charity’s unique needs.
Central to our investment approach is partnering with trustees to design and refresh appropriate investment strategies. We have extensive experience of working with our clients to formulate and implement appropriate ethical policies. The Sarasin Charity Authorised Investment Funds operate a bespoke ethical policy, excluding specific sectors, developed over many years of consultation and experience in the charity sector.
Our guide to ethical restrictions is designed to help you navigate your ethical options.
Transparency and knowledge
Market-leading reporting enables you to see exactly where your charity’s money is being invested, whether through a Sarasin fund or directly. Our innovative, transparent and concise client reporting is tailored specifically for charity trustees and executives.
We aim to provide you with the necessary tools and information to fulfil your obligations to your charity. Through dedicated training programmes, seminars and events, we also help you to plan and implement your investment policy alongside your investment manager.