RCBIM gives a personal service and aims to beat the agreed benchmark for a range of institutional clients.

Two of the three largest are national charities, the Joseph Rowntree Charitable Trust and the Allen Lane Foundation both managed to strict ethical criteria.

Our public funds are the Marlborough Quantock UK Growth Fund, the Marlborough Ethical Fund and the Blackdown Fund. Quantock and Ethical are available for private investors and their PEPs & ISAs. Both are usually invested one third in large companies (FTSE 100),one third medium companies (FTSE Mid Cap 250) and one third smaller companies.We manage Blackdown for Merchant Investors Assurance Company Ltd.

RCBIM also manages pension funds, including part of a local authority fund, onshore trusts, and substantial private client portfolios.