About the Fund
For many charities, accessing investments may be overly onerous in terms of cost and administration. In some cases investing through a fund may be beneficial. For that reason we have developed the Quilter Cheviot Global Income & Growth Fund for Charities, managed by charity specialists in line with our long-term approach to charity investments.
The investment objective of the Fund is to both grow the capital value and provide income over the long term. We appreciate that it is important for charities to maintain purchasing power, (keeping pace with inflation), as well as to generate a return above inflation in order to fund current and future commitments.
We do not invest in companies whose primary business is producing or manufacturing tobacco; and as a company we do not invest in businesses which make controversial weapons. Only UK charities can invest in the Fund.
Five years of prioritising you
This year marks five years of the Quilter Cheviot Global Income & Growth Fund for Charities. Over this time, we’ve forged strong, lasting relationships with charities across all sectors. We’re proud to help charities like yours not just survive, but thrive in today’s challenging environment.
Interested?
Our team is ready to answer any questions you may have to help your charity start their investment journey.
Or download our brochure for a complete overview of the Fund.
Why invest in the Fund?
Tailored to you
Your charity is unique. The Fund is specifically designed to meet the needs of charities just like yours.
Specialist support
Investing can be confusing. Collaborate with charity investment specialists who put your charity first.
Cost-effective
Avoid onerous costs and administration. Maintain a premier service.
Proven track record
Five successful years helping charities grow capital and long-term income.
Swift market response
We deal daily, and can therefore manage your investments with more scrutiny.
Tax-efficient
Suitable for charities that qualify for UK tax relief, with management fees exempt from VAT.
Investment objective
- CPI+3.5%
The Fund aims to deliver an annualised total return of 3.5% above the UK Consumer Prices Index (CPI) over the medium to long-term. - Access to diversified assets while managing risk
The Fund invests in a mix of direct equities (primarily in the UK, US and Europe) and bonds, as well as via funds to gain exposure to specialist areas such as property, infrastructure and also to equities in other geographic areas.
- Medium risk profile
The Fund is defined as having a medium risk profile (for more information please refer to our brochure). - Generate regular income
Providing you with an income over the long term.
Partnering for success
We believe in the power of close-knit collaboration to fully meet your needs. Why not meet our managers to discuss this exciting opportunity at our next Meet the Manager roundtable? You can ask your questions to those who understand this sector inside out.
Howard Jenner, Executive Director & Fund Manager
“The Quilter Cheviot Global Income & Growth Fund for Charities is a “one stop shop” multi asset fund for organisations looking to diversify their long-term reserves.
We would welcome the opportunity to meet with you and discuss how we can help deliver your objectives.”
Meet the Manager
Join us for our next roundtable:
Date: 22 October 2025
Timings:
12.00pm – Registration & networking
12.15pm – Meet the Manager & lunch
2.00pm – Finish
Venue:
Senator House
85 Queen Victoria Street
London
EC4V 4AB
United Kingdom
Who is this event for?
This event is exclusively for charities and is ideal for trustees and senior management.
Ready to learn more?
Contact Quilter Cheviot today to discover how we can support your charity’s financial goals. Or check out the Fund resources for a detailed breakdown on the Fund.
Fund resources
Would you like to speak to one of our charity experts?
Speak to an Investment Manager today to find out how we can help you with your investment objectives.