We are one of the leading charity investment managers in the UK, with a focus on global, thematic investments that secure tomorrow through shaping a sustainable future. We believe that investment has the power to grow and protect wealth in a way that benefits society.

Charities who partner with us receive a dedicated client service from one of the sector’s largest and most experienced teams. We have been investing charities’ funds for more than 30 years, and currently manage portfolios on behalf of over 518 charities, spanning educational, medical, animal, religious and grant-making organisations.

Investments built around your charity’s needs

Across our organisation, we take a responsible approach to investment, embedding stewardship principles at the heart of our investment process. We focus on creating a bespoke, sustainable investment strategy for your charity’s unique needs.

Central to our investment approach is partnering with trustees to design and refresh appropriate investment strategies. We have extensive experience of working with our clients to formulate and implement appropriate ethical policies. The Sarasin Charity Authorised Investment Funds operate a bespoke ethical policy, excluding specific sectors, developed over many years of consultation and experience in the charity sector.

Our guide to ethical restrictions is designed to help you navigate your ethical options.

See how we invest for charities.

Transparency and knowledge

Market-leading reporting enables you to see exactly where your charity’s money is being invested, whether through a Sarasin fund or directly. Our innovative, transparent and concise client reporting is tailored specifically for charity trustees and executives.

We aim to provide you with the necessary tools and information to fulfil your obligations to your charity. Through dedicated training programmes, seminars and events, we also help you to plan and implement your investment policy alongside your investment manager.       

Find out more about training for charities

Resources

Beyond the barrel: the real winners of today’s energy crisis

Our latest House Report examines the investment implications of conflict in Iran — for financial markets, where equities have remained remarkably resilient, and for the longer-term energy outlook — while also exploring how AI-led investing is reshaping the economic landscape.

We consider whether surging clean energy investment stands to be the more enduring beneficiary of rising fossil fuel prices, whether investors are entering not just a new technology cycle but an altogether different capital environment, and whether the AI narrative, fuelled by strong momentum and sharp price gains, risks becoming a market bubble.