# ENHT - Management of the Trust's Charitable Funds Investment Portfolio

> Contract award record from UK public-sector procurement sources.

## Key facts

- Public buyer: Hertfordshire NHS Procurement
- Contract winner: Rathbone Investment Management Limited
- Award value: £38,000
- Tender value: £39,000
- Award date: 12 April 2016
- Published: 18 November 2016
- Contract start: 1 May 2016
- Contract end: 30 April 2019
- Stage: awarded
- Procurement category: services
- Notice ID: 8f8a7fed-cd48-4ca8-8cbe-9c747be0824a-93672
- OCID: ocds-b5fd17-8c04bbbb-adc9-11e6-9901-0019b9f3037b

## Description

The East and North Hertfordshire NHS Trust sought proposals for the management of its Charitable Funds investment portfolio, which is currently valued at around £2\.25m\. This fund is an umbrella for a large number of sub-funds covering the various wards and departments across the Authority?s jurisdiction\. The successful Bidder was appointed as the Authority?s Investment Manager with delegated discretionary powers of investment\. This bidder scored the highest mark in the tender evaluation, which was scored as was set out in the invitation document sent to a selected group of bidders\. Additional information: This contract was tendered by Hertfordshire NHS Procurement, on behalf of East and North Hertfordshire NHS Trust\. Hertfordshire NHS Procurement is a shared service delivering procurement services for its member Trusts, including Strategic and Transactional Procurement plus site based Materials Management

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## Source

[View the original notice on Contracts Finder](https://www.contractsfinder.service.gov.uk/Notice/8f8a7fed-cd48-4ca8-8cbe-9c747be0824a-93672)