Chariguard Managed Portfolio Service
The Service:
- The Chariguard Managed Portfolio Service enables charities to appoint RCM to manage their asset allocation by means of exclusive investment in a combination of the Chariguard Funds and cash.
- Under this arrangement RCM maintain asset allocation in line with the charity’s chosen benchmark.
- Each charity receives, as required, investment advice and a full reporting service
Suitability:
A charity with assets in excess of £2 million to invest may wish to take advantage of this service
Performance Objective:
The objective for the Service is to achieve performance over the long term in line with the choice of benchmark.
Features:
- Flexible asset allocation according to a charity’s risk tolerance, capital growth and income requirements
- Investment advice on asset allocation
- Regular reports and valuations
- Quarterly income distributions
- Independent performance measurement
- Custody of cash
- Attendance at trustee meetings*
Fees:
Fees for the Chariguard Managed Portfolio Service are in addition to the fees payable on the underlying holdings of the Chariguard Funds.
Annual fees for the Chariguard Managed Portfolio Service are as follows:
- Management Fee - 0.15%
- Minimum Fee - £3,000
- Maximum Fee - £10,000
How to Invest
>For details on how to invest please click here
*RCM will attend meetings at our London offices. Meetings held at alternative addresses will be charged at £500 plus VAT.
