TU Fund Managers Limited was set up in 1961 to manage a unit trust so that trade unions could invest in those companies in which their members worked.

Since then there have naturally been changes and, although trade unions still account for a substantial portion of our funds, we have for many years been open to other corporate bodies and individuals. As at 1 May 2008, total funds under management exceeded £90 million.

From the outset, it was appreciated that it was necessary to combine the interests of the Union movement with the investment expertise and experience available in the City. Accordingly the company is managed by a Board of Directors which brings together harmoniously the skills of both. Day to day investment management is carried out for us by Insight Investment Management (Global) Limited, part of the Halifax and Bank of Scotland Group.





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