Investment management services for Charities

Empowering charities to invest with confidence

Our role is to support your mission by helping you make sound financial decisions with clarity and confidence. That means building long-term partnerships rooted in transparency, understanding and trust.

We bring together institutional investment expertise, a deep knowledge of the charity sector and a long track record in responsible investing. Whether you're reviewing your current arrangements or planning for growth, we’ll work with you to create a solution that supports your goals.

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Funds managed on behalf of charities

£9bn

Charity clients across the UK

3,000+

Offices across the UK

As at June 2025

Fund launch

Rathbones Charity Growth & Income Fund

We are pleased to announce the launch of the Rathbones Charity Growth & Income Fund.

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Find the right wealth solution for your charity

Actively managed multi-asset funds

We offer two actively managed multi-asset funds that reflect the needs and priorities of charity investors. Both provide daily liquidity, built-in ethical screening and ESG integration, and benefit from the same disciplined investment process used across all our strategies.

Rathbones Charity Growth & Income Fund

This fund targets an annual return of CPI+4% (net of fees). It is designed for organisations seeking long-term capital growth with a steady income stream.

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Rathbone Active Income & Growth Fund

This flexible multi-asset fund targets an annual return of CPI+3% (net of fees). The fund is well suited to charities looking to balance income and growth.

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Bespoke investment management

Our bespoke discretionary service is designed for charities with more specific investment needs, such as defined income targets, unique ethical considerations or multi-asset strategies that require individual tailoring. Each portfolio is actively managed and built around your financial objectives, risk appetite and time horizon. Trustees benefit from direct access to an experienced investment manager and ongoing strategic support, including reporting, policy guidance and review meetings.

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Sustainable investing

For charities with more specific ethical requirements or a desire to go further on sustainability, Greenbank – our specialist sustainable investment team - offers additional services through bespoke discretionary mandates. These clients can access:

Tailored support on ethical investment policy development
Thematic analysis using Greenbank’s sustainable development framework
Enhanced reporting on ESG factors, exclusions, and stewardship activity
Detailed engagement insights based on Greenbank’s direct company interactions

This two-tiered approach ensures that every charity benefits from robust responsible investment standards, with the flexibility to go deeper where needed.

Find out more about Greenbank

Responsible investment

Responsible investment is not a separate product at Rathbones — it’s the foundation of how we manage money for every client, including charities. We believe that considering ESG factors leads to better long-term outcomes, not only for investors but also for society and the planet.

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Online resources

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Investment support hub

Charities face a distinct set of challenges when it comes to investing – from navigating market volatility and balancing short- and long-term goals, to aligning investment strategy with their mission and governance responsibilities. Our Investment Support hub is here to help.

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Trustee support

One of the most important roles as a charity trustee is to manage your charity’s funds responsibly. Here you’ll find resources designed to provide you with an understanding of charity investment management as well as highlighting your responsibilities; helping you to feel confident in your role.

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If you would like to receive our e-newsletter, Charity Matter, with thought leadership and the latest news articles, you can subscribe here.

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If you need immediate assistance, please don't hesitate to call our Helpdesk at 0800 151 3355. We're available Monday to Friday, from 8am to 6pm (excluding bank holidays), and we're here to help with any questions or issues you may have.

If you're interested in registering for MyRathbones, please reach out to your investment manager directly. For more information on MyRathbones, you can visit our website here.

If you are an existing client, please contact your investment manager or financial planner directly to address your query or visit ⁠our people page.

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Charity investment insights and events

Investment support

Explore Rathbones' latest charity publications including research, insights and guidance.

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Trustee support

See our range of market insights, quarterly webinars and educational tools to help you, help others.

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Investment management for charities

Empowering charities to invest with confidence

Rathbones Charity Growth & Income Fund