Pension Fund

In every year, we have provided this client with investment returns that have been above market average. Since 2008, we have managed the commercial investment portfolio of this religious establishment, with a capital value of circa £75 million and annual rents of around £2.8 million. Income is key to this client to maintain operational buildings and to provide pensions for retired clergy.

We provide our client 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. Their portfolio has consistently outperformed MSCI indices over 3 and 5 years.

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