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The basis of the contract will include:
o Investment management services for the Trust's charitable funds o The creation of a sufficient financial return to enable the Charity to carry out its purposes effectively and without interruption.
o The maintenance and enhancement of the investment funds whilst they are invested.
o To obtain a reasonable balance between capital growth and income so that the Charity can meet future as well as current needs.
o To avoid investments with undue risk.
The Trust intends to award to a single provider but reserves the right to award to more than one provider if appropriate.
Additional information:
Is a Recurrent Procurement Type? : No
No supplier information available.