Trusts

We offer an investment service designed for Trusts specifically designed to cater for the varying objectives of the Trustees.

Accrue has extensive experience of working with Trustees to formulate an investment strategy, create a tailored portfolio and then manage those investments in line with the financial needs of The Trust. Our Investment Managers have a long track record of helping Trustees to manage risk, protect their capital and produce sufficient income to enable Trusts to fulfil their aims. This includes considerable experience of managing a range of mandates, including balanced, cash, fixed interest and equity-only portfolios.

Our Discretionary Management service is focused on building a true understanding of the investment needs and ambitions of each individual case. This approach means that while we follow a disciplined investment philosophy and process, all decisions are guided by the specific requirements of the Trustees.

Please note, the value of your investments and any income derived from them from them may go down and you may get back less than you invested. If you are unsure about the suitability of this service, please contact us for advice.

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Get in Touch

Accrue Investment Management Ltd
4 Northumberland Buildings
Queen Square
Bath
BA1 2JB

Tel: 01225 303333

Fax: 01225 422120

Email: info@accrueinvest.co.uk