Why choose our portfolio?
- Tailored solutions: Bespoke portfolios crafted to meet your charity's specific liabilities, needs, and timescale preferences
- Diversification: Access a wider investment universe beyond UK government bonds that strives for enhanced stability and growth
- Competitive yields: The portfolio aims to outperform traditional savings account returns
As with all investments there is risk, and you could get back less than the original investment amount.
Discover more: To find out about the Cash and Cautious Bond Portfolio, download our comprehensive guide.
Speak to Evelyn Partners
Evelyn Partners works with over 1,250 charities and manages £3.4 billion of charity investments. To find out more about the Cash & Cautious Bond Portfolio and if it suits your investment goals, speak to your usual Evelyn Partners contact or contact the charities team.
