Keep Holding On - Charities June 2009

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Keep Holding On - Charities June 2009

In this edition, we discuss total return as an

investment strategy, highlight a trustee's responsibilities and

give tips on how to keep employees focused and

happy.

RETURN TO GREATER FLEXIBILITY

For many charities, an economic downturn will mean lower

revenues from their traditional sources. One natural compensatory

reaction may be to seek higher income levels from investment

portfolios.

In the past it was relatively easy to make a small shift from

equities into cash or fixed interest securities to make up any

income shortfall. No more. At the risk of misquoting the prime

minister, Gordon Brown, "despe...

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