CH: Charity investment managers recommendation please?

downshifter

Dear all

I work for a small charity which uses an investment management company to manage the investment portfolio. We've been with them a while and are not sure we're getting best value for money any more, the fees seem quite high too.

After half term I'm going to be researching other companies but wonder if anyone on here can recommend a company they use and maybe let me know what sort of fees theirs charges.

Naturally we want to maximise the interest for the benefit of our services but also invest ethically and keep fees down. Unfortunately there is nobody among staff or Trustees with the right skills to do this in-house - and probably not a good idea anyway.

Any pointers gratefully received.

Thanks

DS

paddyrg

You are probably better off on the investments board, but the general case is that actively managed funds don't consistently outperform passive ones, despite charging as if they do. There may be some mileage in a simple tracker.