Schroders Charities

Dedicated team, Global resources

At Schroders we recognise that each charity has different objectives and goals. With
over 70 years of experience within the charity sector our understanding of the unique
requirements of this specialist investment area is exceptional. Schroders offers your
charitable organisation access to an experienced team of professionals who are totally
committed to the sector. This enables our clients to benefit from the personalised
service of a dedicated team, while still being able to harness the strength and resources
of a global asset management group.

With a client list that boasts many household names, our standing as a market leader
in charity asset management has been the result of our dedication and commitment
to the sector. The Schroders Charities team is a market leader in providing topical
debate, information and bespoke investment solutions specifically for charities.

It Starts with You

Whatever your size as an organisation, our first step always begins with understanding
your individual requirements. It is this that allows us to design a unique investment
solution

Schroders' reputation is built on our determination to meet the goals and objectives
of each and every client. In seeking to develop long-term professional relationships,
every decision from administration to investment is based on the individual needs of
our clients.

Solutions to meet your needs

By drawing together the skills, knowledge and experience of the entire charities team
we have not only created a highly focused and professional unit but have also gained
recognition throughout the industry.

With a diverse range of charity clients, we have developed a range of in-house and
externally managed products, across all asset classes, that are able to satisfy your
individual requirements.

For smaller charities we have our three in-house common investment funds – charity
multi-asset fund, charity equity fund, charity fixed income fund. These funds are
specifically designed for charities and provide cost-effective access to high quality
diversified portfolios, ideal vehicle to benefit from our professional fund management
expertise. For other clients we offer either bespoke, multi-asset solutions or a
comprehensive range of specialist strategies, which can compliment existing portfolios.
Our decision-making style is deliberately flexible so that we can add value consistently
throughout the whole economic cycle. All aspects of the charities team's service, from
strategic asset allocation to stock picking to reporting, are reviewed in line with clients'
needs.

For more information on Schroders’ charities capabilities please contact Giles Neville (Head of Charities) on 020 7658 6975, giles.neville@schroders.com, Nick Orr on
020 7658 3285, nicholas.orr@schroders.com or Kate Rogers on 020 7658 2480, kate.rogers@schroders.com.

Schroders Investment Management Limited and Schroder & Co. Ltd are authorised and regulated by the Financial Services Authority.
For your security communications may be taped or monitored.