Performance
Our strategies have consistently delivered higher returns than the market average over one, three and five-year terms.
Charitable trust
Since 2008, we have managed the commercial investment portfolio of this religious establishment, with a capital value of circa £77 million and annual rents of around £3.5 million. Income is key to this client to maintain operational buildings and to provide pensions for retired clergy.
We provide our client with a comprehensive investment management service across the entire portfolio, from top-down planning to bottom-up stock selection and hands-on asset management. We also manage the ancillary services required for day-to-day running of their portfolio. Our work has repositioned their portfolio through restructuring into direct property investments with greater growth prospects that also met their overall objectives.
Educational endowment
Our work with this educational institution has delivered above-average returns every year. We have worked with this client since the 1930s, and were reappointed by formal competitive tender in 2010. We manage their UK-wide commercial property investment portfolio, together with a small commercial and residential ground lease portfolio in London. The objective of their strategy is to provide income to fund their research work, so maintaining and growing a sustainable income profile, whilst minimising risk, is key to this client.
We are proud to provide our client with a comprehensive investment management service across the entire portfolio, combining a blend of research-led strategic portfolio planning with stock selection and active asset management. We also provide all ancillary services involved in managing the portfolio. Our work means that their portfolio has consistently outperformed MSCI indices over 1, 3 and 5 years.
