HDD-ITT-48428 Provision of a Charitable funds investment Manager

Hywel Dda University Health board has awarded a contract for the provision of a charitable fund investment manager for Hywel Dda University Health Board. The investment fund is to be split into two, each with a different objective, as follows: GBP2.3m permanent endowment to be invested with the objective of; A)Maximising income, where the income is to be released from the fund. or B)Delivering the best return for the fund on a “total return” basis (the Trustee invites comment in the tender on which of these options...