Rathbones Charity Bond Fund

Charity bond fund helping social enterprises and charities raise capital from institutional investors via the public bond markets.

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The Fund supports a range of social enterprises and charities in the UK to raise capital via the public bond market.

The investment aims to continue to support the development of the charity bond market in the UK, demonstrating its viability as an investment for institutional investors.

  • Fund size

    £20 million
  • Big Society Capital commitment

    £20 million

Key information

  • Geography

    UK wide
  • Investment type

    Charity bonds
  • Fund manager

    Rathbones Investment Management
  • Investment status

    Current
  • Investment date

    2018
  • Term

    Perpetuity

Impact

  • 15

    Number of bonds invested over life

  • £1,205,700

    Average investment size

  • £20, 065,867

    Average issue size

Sustainable development goals

  • 3: Good Health and Well-being Ensure healthy lives and promote well-being for all at all ages
  • 7: Affordable and Clean Energy Ensure access to affordable, reliable, sustainable and modern energy for all
  • 8: Decent Work and Economic Growth Promote sustained, inclusive and sustainable economic growth, full and productive employment and decent work for all
  • 11: Sustainable Cities and Communities Make cities and human settlements inclusive, safe, resilient and sustainable
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Alex Stephens

Investment Manager
Talk to me about:
Social impact bonds (SIBs)