Charities - The COIF Charity Funds

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Charities

Having managed funds for charities, large and small, since 1958 we know that needs vary widely and can be complex. Short-term obligations have to be met and longer-term spending has to be planned for. Getting the right balance is the key to success.

To reflect this, we have developed a range of funds which provides great flexibility and choice. Our funds are designed to be used on their own or in combination to match your charity’s individual requirements. There are, however, common features to everything we do.

Prudence	Our investment philosophy and process reflects the requirement of charities for prudent and conscientious stewardship of their money
Diversification and risk control	Our funds provide a broad, well diversified spread of investments and risk is carefully controlled
Responsible investment	We avoid investment in companies whose main business is gambling, tobacco or armaments. We also promote good corporate governance by applying routine informed shareholder voting
Tax efficiency*	Our funds enjoy tax free charitable status and we pay income gross so you do not have to make tax reclaims

We also offer segregated investment management for larger funds.

Who can invest?

Any charitable organisation defined within the meaning of the Charities Act 1993 can invest in the COIF Charity Funds, provided their powers permit.

* Please be aware that the tax position may change in the future. Investors should obtain their own tax advice in respect of their own position.