Herbert Smith plays major role on charity investment fund launch
Herbert Smith has played a major role in the launch of a unique charitable investment fund backed by 12 of the best known brands in UK fund management. The Invest & Give fund, an authorized investment fund, has been created as a means of encouraging investors to donate to charity.
July 15, 2009 at 09:50 AM
3 minute read
Herbert Smith has played a major role in the launch of a unique charitable investment fund backed by 12 of the best known brands in UK fund management.
The Invest & Give fund, an authorized investment fund, has been created as a means of encouraging investors to donate to charity.
Each year the individual investor can choose to make a donation from their investment which is derived, on a twice-yearly basis, from the sale or redemption of shares equivalent to 0.6%. This donation, which will go to The Prince's Trust, can then qualify for the GiftAid scheme.
Herbert Smith, fielding a team under corporate partner Greg Mulley, spent two years working to persuade HMRC that it was within the scope of the existing rules for GiftAid, a scheme to allow tax relief on charitable donations.
The driving force for the Invest & Give fund is Campbell Fleming, managing director of JPMorgan Asset Management, who Mulley has known for many years.
Mulley (pictured) said: "The Prince's Trust is a superb charity and the project fitted in with the pro bono work we already do. It has been under discussion for two years and it needed someone persuasive like Campbell to drive it along.
"But we like complex and difficult work and when we looked at the GiftAid element that we got excited. We looked at the GiftAid rules and our interpretation was that they could used in this case for individual donations that came via the fund."
Mulley added that as a result of the law firm's work on the interpretation of the GiftAid rules they could be used by other charities to establish investment funds to enhance the value of individual donations. It is understood the British Heart Foundation and a major children's charity are considering an Invest & Give-style fund.
Mulley was supported on the project by corporate partners Nigel Farr, tax partner Bradley Phillips and private wealth & charities partner Rupert Ticehurst as well as of counsel Janette Sawden and associates Tram Nguyen and Ben Francis.
Invest & Give is supported by the fund managers Artemis, Aviva Investors, Axa Investment Managers, BNY Mellon, F&C, Ignis, Invesco Perpetual, Investec Asset Management, JP Morgan, Martin Currie, Old Mutual and Threadneedle.
JP Morgan's Fleming commented: "Invest & Give reflects two years of hard work. The fund evolved thanks to an unprecedented amount of cross-industry effort and co-operation. Together we have developed a simple, competitive product for investors with a pricing structure that enables them to give without noticing."
Incisive Media, publisher of Legal Week, is one of the other organizations supporting the launch of Invest & Give.
This content has been archived. It is available through our partners, LexisNexis® and Bloomberg Law.
To view this content, please continue to their sites.
Not a Lexis Subscriber?
Subscribe Now
Not a Bloomberg Law Subscriber?
Subscribe Now
NOT FOR REPRINT
© 2025 ALM Global, LLC, All Rights Reserved. Request academic re-use from www.copyright.com. All other uses, submit a request to [email protected]. For more information visit Asset & Logo Licensing.
You Might Like
View AllMoFo Launches in Amsterdam: Exclusive Interview with Global Chair Eric McCrath
2 minute readClifford Chance Boosts Private Credit Offering With Mayer Brown Partner Duo
2 minute readEx-Mayer Brown Corporate Lawyer Leads Race for German Chancellor in Snap Election
4 minute readTrending Stories
Who Got The Work
Michael G. Bongiorno, Andrew Scott Dulberg and Elizabeth E. Driscoll from Wilmer Cutler Pickering Hale and Dorr have stepped in to represent Symbotic Inc., an A.I.-enabled technology platform that focuses on increasing supply chain efficiency, and other defendants in a pending shareholder derivative lawsuit. The case, filed Oct. 2 in Massachusetts District Court by the Brown Law Firm on behalf of Stephen Austen, accuses certain officers and directors of misleading investors in regard to Symbotic's potential for margin growth by failing to disclose that the company was not equipped to timely deploy its systems or manage expenses through project delays. The case, assigned to U.S. District Judge Nathaniel M. Gorton, is 1:24-cv-12522, Austen v. Cohen et al.
Who Got The Work
Edmund Polubinski and Marie Killmond of Davis Polk & Wardwell have entered appearances for data platform software development company MongoDB and other defendants in a pending shareholder derivative lawsuit. The action, filed Oct. 7 in New York Southern District Court by the Brown Law Firm, accuses the company's directors and/or officers of falsely expressing confidence in the company’s restructuring of its sales incentive plan and downplaying the severity of decreases in its upfront commitments. The case is 1:24-cv-07594, Roy v. Ittycheria et al.
Who Got The Work
Amy O. Bruchs and Kurt F. Ellison of Michael Best & Friedrich have entered appearances for Epic Systems Corp. in a pending employment discrimination lawsuit. The suit was filed Sept. 7 in Wisconsin Western District Court by Levine Eisberner LLC and Siri & Glimstad on behalf of a project manager who claims that he was wrongfully terminated after applying for a religious exemption to the defendant's COVID-19 vaccine mandate. The case, assigned to U.S. Magistrate Judge Anita Marie Boor, is 3:24-cv-00630, Secker, Nathan v. Epic Systems Corporation.
Who Got The Work
David X. Sullivan, Thomas J. Finn and Gregory A. Hall from McCarter & English have entered appearances for Sunrun Installation Services in a pending civil rights lawsuit. The complaint was filed Sept. 4 in Connecticut District Court by attorney Robert M. Berke on behalf of former employee George Edward Steins, who was arrested and charged with employing an unregistered home improvement salesperson. The complaint alleges that had Sunrun informed the Connecticut Department of Consumer Protection that the plaintiff's employment had ended in 2017 and that he no longer held Sunrun's home improvement contractor license, he would not have been hit with charges, which were dismissed in May 2024. The case, assigned to U.S. District Judge Jeffrey A. Meyer, is 3:24-cv-01423, Steins v. Sunrun, Inc. et al.
Who Got The Work
Greenberg Traurig shareholder Joshua L. Raskin has entered an appearance for boohoo.com UK Ltd. in a pending patent infringement lawsuit. The suit, filed Sept. 3 in Texas Eastern District Court by Rozier Hardt McDonough on behalf of Alto Dynamics, asserts five patents related to an online shopping platform. The case, assigned to U.S. District Judge Rodney Gilstrap, is 2:24-cv-00719, Alto Dynamics, LLC v. boohoo.com UK Limited.
Featured Firms
Law Offices of Gary Martin Hays & Associates, P.C.
(470) 294-1674
Law Offices of Mark E. Salomone
(857) 444-6468
Smith & Hassler
(713) 739-1250