Value for money
Another benefit of passive investing is the ability to rein in costs. Our modern infrastructure and lower operational costs also help us to offer lower annual management fees than traditional discretionary fund managers – who may charge more than is necessary for managing money, and who may even link their fees to previous performance.
Our charging structure is uncomplicated and clear, and because we invest mainly in passive funds and ETFs, the considerable impact of lower fees can make a charity much better off and free up valuable additional funds.
Actively managing biases
By sticking to sensible, calculated combinations of diversified, liquid assets, our highly experienced investment team aims to protect our investors from many of the behavioural pitfalls that can impact long-term investment performance.
The benefits of this strategy have been reflected in our three-year performance and recent industry awards. Yet we are never complacent.
Investing is not static. Like many charities, we also often review the evolving best practices and tools in the industry – so we are better positioned to meaningfully assist clients if they need guidance, and to consistently help them to achieve their investment goals.
Please remember that when investing your capital is at risk.