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About
The fund has two aims; To provide a higher total return (the combination of capital growth and income), net of the ongoing charge figure, than that of a composite index over any five-year period and to provide an annual yield of at least 3%. The fund invests in collective investment schemes, typically funds managed by M&G, to gain exposure to a diversified range of asset classes including
What they do
Who they help
How they help
Where they work
Finances
- £9,412,000
- Income
- £9,642,000
- Spending
- 2
- Trustees
Financial year ending 1 November 2024, from the Charity Commission register.