Summary of Investment Factors

The suitability of different types of investment as a trustee investment will be influenced by many factors such as:

• the nature and terms of the trust
• the Trustees’ powers of investment
• the financial requirements of the Trustees and the beneficiaries
• the underlying taxation of the investment
• the impact on administration costs
• the risk profile of the trustees and the beneficiaries
• whether anti-avoidance provisions apply
• the sum available for investment
• the investment skills and knowledge of the trustees

Trusted Advisor considers each of these factors when developing investment strategies for all trustee customers. For trustees who wish to establish a low-cost, tax efficient, well diversified portfolio of asset classes, our 10 portfolios of asset class institutional grade funds provide a very effective solution.

Professional Trustee Tour: Common features of collective investments