Charities Investment Service

Charlie Simkins heads the Ashcourt specialist charity division. Charlie has managed charity portfolios for over ten years, and has over thirty years of investment experience. The team will construct an investment strategy to meet the requirements of individual charities to enable them to pursue their objectives within acceptable levels of risk.

The Ashcourt investment process is designed for the protection of capital in difficult times and the provision of growth over the longer term. Its aim is the achievement of consistent annualised returns supported by flexibility between asset classes, namely equities, fixed interest and cash. Performance is achieved by continuous portfolio monitoring with a monthly assessment of asset allocation and individual positions assisted by proprietary in-house screening systems and research.

Back Next