WHPC00079 Rev2 - Provision of Investment Management Services (Charitable Funds) - AWARD

Tender for Provision of Investment Management Services (Charitable Funds) The basis of the contract will include: . Investment management services for the Trust charitable funds . The creation of a sufficient financial return to enable the Charity to carry out its purposes effectively and without interruption . The maintenance and enhancment of the investment funds whilst they are invested . To obtain a reasonable balance between capital growth and income so that the Charity can meet future as well as current needs. . To avoid investments which are unduly risky.