Aberdeen Asset Managers

Charity Solutions

Aberdeen provides a range of investment opportunities for charities and foundations looking for excellence in fund management combined with a personal service from experienced charity professionals.
We offer a choice of Charity Common Investment and other pooled funds, and Socially Responsible Investing to our charity clients.

Charity Expertise

We are a significant player in the charities sector with £2.1 billion* of assets under management for not-for-profit organisations. Our client base includes a number of religious bodies, higher education institutions, health organisations, foundations and benevolent funds.

Charity Sector Insight

Our team has been managing charity portfolios for many years and has built up a substantial client base. Through talking to our clients and meeting with charities, our team has developed a deep understanding of the charity sector. We also maintain contact with Central Government and charity umbrella bodies in order to keep up to date with any new legislation that might impact on charities throughout the UK.

Tailored Personal Service

Charities deserve a personal service that is tailored to their individual requirements: we aim to provide support that is expertly tailored to meet present and future needs of charities and their professional advisers. Each of our charity clients is designated a specific team headed by a client director who works with our charity clients to establish their investment requirements. Realistic criteria are agreed for performance and client servicing.

Advice on benchmarking and asset allocation

Our aim is to provide charities, foundations and trusts with a value for money service combining advice on benchmarking and asset allocation strategy. We offer an individual service that meets all of our client's objectives, whether through common investment funds, a tailored segregated approach or by giving them access to our wide range of other pooled funds.

First Class Reporting

No matter the size of a charity's portfolio, we regard servicing our charity clients as paramount. Reporting to trustees will be regular and at a frequency to meet each specific client's requirements. We encourage open dialogue and communication.

Charity Team

Our Charities team prides itself with a superior level of service to all our clients. Aberdeen's charity clients are fully integrated with our fund management business. Charity portfolios share the same investment teams throughout the world with our other institutional and pension fund clients.
Common Investment Funds
Aberdeen provides an ideal investment opportunity for charities and foundations looking for excellence in fund management combined with a personal service from experienced charity professionals.

Our aim is to provide charities, foundations and trusts with a value for money service combining:
• Consistent investment out-performance
• advice on benchmarking and asset allocation
• tailored personal service

Aberdeen's Common Investment Funds offer charities access to three core asset classes - UK equities, UK bonds and Global equities.
• Aberdeen Charity Select UK Equity Fund
• Aberdeen Charity Select Global ex-UK Equity Fund
• Aberdeen Charity Select UK Bond Fund

Our Common Investment Funds are regulated by the Charities Commission.

In addition to our Common Investment Funds, Aberdeen offers a wide range of other pooled funds which may be of interest to charity clients.

Socially Responsible Investing

At Aberdeen, we recognise that many clients, in particular charities and family foundations, appreciate the importance of socially responsible investing (SRI) and wish their portfolios to have an ethical bias. We have a specialist SRI team with a long-standing reputation as experts in this field.
When building portfolios for clients with SRI interests, we ensure that all investments selected for the portfolios satisfy our rigorous ethical criteria. We tailor portfolios to meet specific clients' needs, screening for all, or a bespoke range, of ethical restrictions.

The two most popular funds utilised by charity clients looking for a more ethically-constrained portfolio are:
• Aberdeen Ethical World Fund
• Aberdeen Responsible UK Equity Fund

Find out more

Contact Roger Curtis for more information on 0207 463 6158 or roger.curtis@aberdeen-asset.com or
Victor Beamish on +44 1224 42 5225 or victor.beamish@aberdeen-asset.com
*Source: Aberdeen Asset Management, 31 March 2011