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Fund range for charities Meeting longer-term needs
For short-term requirements
These funds are only available to charities and faith organisations. Past performance is not an indication of future performance. Values of investments, and any income derived from them, may fall as well as rise and you may not get back the amount you invested. Investments in higher yielding fixed interest bonds issued by borrowers with lower credit ratings may result in a greater risk of default and may have a negative impact on income and capital value. Income payments may constitute a return of capital in whole or in part. Income may be achieved by foregoing future capital growth. Some of these funds are Unregulated Collective Investment Schemes which do not offer the same level of investor protection as authorised funds. Non-deposit funds may deal infrequently and may limit redemption. This may be a longer period for property fund redemptions. Unit values may reflect fluctuations in property and share values. Fund charges may be applied to capital which may result in capital erosion. |