Products and Services
Products and Services

Charities / Not for Profit

AIBIM provide and manage a range of investment products and services for groups in the Charity and Not-For-Profit sectors.

The services we provide reflect our understanding, built up over many years, of the changing investment requirements and circumstances of charity groups which can often be influenced by changing trends in such areas as fundraising and corporate giving or, perhaps, by periodic surges in demand for the services of different charities.

Apart from the unpredictable nature of cash flows, charities may have differing tolerances towards risk in the pursuit of return. Additionally, a charity’s requirements may necessitate the inclusion of ethical (or socially responsible) investment criteria in order to highlight preferences for excluding or including investments in certain areas deemed to be at variance with the objectives of the charity.

Our investment services for charities are made available through the medium of appropriate unit trusts or, depending on the amount of funds available for investment, more directly on a segregated basis. Our comprehensive range of unit trusts open for investment by charities include the following:

Unit Trust Description

1. AIB Select Ethical Balanced Growth Fund

Capital growth from a managed mix of equities, bonds and cash deposits.
2. AIB Select Ethical Balanced Income Fund Income with some capital growth from a managed mix of equities, bonds and cash deposits.
3. AIB Select Managed Yield Focus Fund As per 2 above but also includes exposure to property.
4. AIB Select Global Equity Income Fund  Global equity fund focussed on income attributes of equities selected.
5. AIB Global Equity SRI Fund Global equity fund with ethical investment criteria in place.

Should you have any queries or would like to receive more details about our services for Charities and Not-For-Profits, please contact:

Peter Ryan
Senior Business Manager,
Customer Business Ireland,
AIB Investment Managers Ltd.,
Percy Place,
Dublin 4

Tel: +353 1 6410151
e-mail: Peter.J.Ryan@aib.ie

 

 


 






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