Types of Investment Fund

  • Global Equities

    Author name: Not supplied
    Author organisation: Sarasin and Partners
    Publication date: 25/02/2010
    Upload date: 01/06/2011

    This article is an overview of Global equities.

  • Market Commentary July 2009

    Author name: Not supplied
    Author organisation: Saunderson House
    Publication date: 20/07/2009
    Upload date: 13/04/2011

    Saunderson House provide an analysis of the economic and market conditions affecting investments as at July 2009.

  • Hedge Funds

    Author name: Not supplied
    Author organisation: Sarasin and Partners
    Publication date: 27/01/2011
    Upload date: 01/06/2011

    The document considers whether hedge funds are a suitable form of investment for charities and asks if they really do what they say they will and make money in all market conditions.

  • Socially Responsible Investment in UK Faith-Based Charities

    Author name: Stephen Ross
    Author organisation: Reform Synagogues of Great Britain
    Publication date: 01/11/2005
    Upload date: 13/04/2011

    In this dissertation CFDG member, Stephen Ross, investigates the impact of religious values on investment strategy.

  • The Responsible Investment Approaches of Common Investment Funds

    Author name: Not supplied
    Author organisation: Ethical Investment Research Services
    Publication date: 31/10/2006
    Upload date: 13/04/2011

    Common Investment Funds (CIFs) are central components of the investment approach of many charities. CIFs, constituted as charities in their own right, are pooled investment vehicles –similar to unit trusts – specifically set up for charities.

  • Bonds

    Author name: Not supplied
    Author organisation: Sarasin and Partners
    Publication date: 03/05/2011
    Upload date: 03/05/2011

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    The returns from investment in UK Government Bonds were reviewed in the opening chapter of the Compendium. The majority of investors now invest in a much wider variety of fixed interest securities, including bonds issued by companies or other nongovernment issuers, as well as index-linked bonds or bonds issued in different currencies.

  • Tracker Funds

    Author name: Not supplied
    Author organisation: Sarasin and Partners
    Publication date: 27/01/2011
    Upload date: 01/06/2011

    Investors need not embrace active management. If they are content to accept the index return of a particular asset class, they can invest “passively” instead.

  • Is Cash Safe In Stormy Seas?

    Author name: Not supplied
    Author organisation: Saunderson House
    Publication date: 13/02/2009
    Upload date: 13/04/2011

    This Investment Bulletin from Saunderson House considers the issues for investing cash in the context of the current financial crisis.

  • Responsible Investment Approaches to Non-Equity Investments

    Author name: Not supplied
    Author organisation: Ethical Investment Research Services
    Publication date: 30/09/2006
    Upload date: 13/04/2011

    This briefing paper explores the investment options in non-equity asset classes available to charities with Responsible Investment policies.

  • Review of Allia's Charitable Bonds

    Author name: Sarah Hedley & Iona Joy
    Author organisation: New Philanthropy Capital
    Publication date: 20/09/2011
    Upload date: 04/10/2011

    Allia, a community benefit society and exempt charity, that has developed a charitable bond mechanism has commissioned New Philanthropy Capital (NPC) to review its charitable bonds to provide an independent perspective on the mechanism.

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