Official Partner Programme

Cazenove Charities is one of the largest charity investment manager in the UK and is delighted to partner with ACF. The team has a track record of generating strong risk adjusted returns supported by the investment resource at Schroders. A dedicated team of charity specialists work with each of our clients to meet their financial and social objectives.

We are confident that we have the capabilities and resource to meet your foundation’s investment requirements, whatever your size and purpose.

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CCLA is the UK’s largest charity fund manager*.  Founded in 1958, CCLA is independently owned by its clients and staff with £13 billion of assets under management as at 31 December 2022. 
Our clients are involved in every aspect of public life and their investments make an important contribution to their achievements. We are therefore proud to be long-standing partner to ACF, supporting their range of programmes to strengthen the vital work of trusts and foundations.
CCLA’s ambition is to deliver trusted, responsibly managed, strongly performing products and services aligned to our clients’ values and purpose. A description of Good Investment that most people would recognise. 
CCLA Investment Management Limited is authorised and regulated by the Financial Conduct Authority.
*Charity Finance Survey 2022.

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Mercer has over 40 years’ experience of delivering investment outcomes for charities, endowments and foundations globally.

We have a dedicated team of charity investment specialists who ensure we fully understand the requirements and specialism required for this market. We focus on objectives such as strong performance, capital preservation, income generation, cost management, responsible investment policy alignment and best practice governance structures. Mercer is uniquely placed to help meet these goals as we integrate our heritage in advisory services, investment management and market leading ESG research.

Our portfolio solutions use highly rated managers across asset classes to help meet your investment objectives and allow you to focus on the impact of your philanthropic mission.

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At Ruffer, we have a distinctive approach to investing which we believe is well suited to the needs and goals of charities and their trustees.

We focus on delivering ‘all weather’ investment returns and protecting and growing the value of our client’s assets throughout the market cycle. Instead of following benchmarks, we aim not to lose money in any single year and to deliver a return significantly greater than the risk free alternative of cash on deposit.

By aiming to avoid the cyclical gyrations of the market, we aspire to provide a less volatile experience for our charity clients.

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