Boats in sea representing community

Unitholder meetings

Capital at risk. The value of investments and the income from them can fall as well as rise and are not guaranteed. Investors may not get back the amount originally invested.

We invite you to join our quarterly unitholder investment meetings for our charity multi-asset funds. These sessions provide an opportunity to hear directly from the investment team, with updates on investment performance, market views and portfolio positioning. The meetings are designed to keep you informed and to enable open dialogue and direct engagement with the team.

Charity multi-asset fund unitholder meetings - February

12th February 2026

Charity multi-asset fund unitholder meetings - May

7th May 2026

Charity multi-asset fund unitholder meetings - July

30 July 2026

Charity multi-asset fund unitholder meetings - November

5th November 2026