Despite a large number of underlying holdings and active management, charities investing in the Alpha Common Investment Funds will not be exposed to the day-to-day, or indeed year end administration that would typically be associated with such an investment portfolio.

For charities considering a switch from their current investment management arrangements to The Alpha Common Investment Funds, the trustees of the schemes can consider both cash purchases of units and “transfers in specie” to ensure swift and hassle free completion of the transfer process.

If you wish to review the Application Form, please click here.

As a minimum, a charity with a single holding in The Alpha Common Investment for Endowments would expect to receive two detailed semi-annual reports, setting out the underlying investments, major transactions and an investment managers report. Income is paid gross on a semi annual basis for the Alpha CIF for Endowments and a quarterly basis for Alpha CIF for Income & Reserves.

For clients used to receiving Quarterly reports, these can be arranged. Specimen pages can be viewed here . They have been designed to offer the high standards associated with our other award winning reports.