Should charities employ an income-only or total return approach?
Charity investment training webinar series
1 April 2021
Article last updated 27 July 2023.
Knowing the best available investment options is important for your charity. In this webinar Andrew Zazzi and Victoria Walker explore the advantages and disadvantages of an income-only versus a total return investment approach and consider the factors you should take into account when deciding which approach is best for your charity.
Should your charity employ an income-only or total return approach? A guide for charities
To find out more about Rathbones’ approach to portfolio construction and investing for charities, please contact: Natalie Yapp
