Institutional-grade investment
management in real assets,
digital assets, and global markets.

We deploy capital across diversified strategies mining infrastructure, equities, fixed income, and digital assets with a rigorous, fiduciary-led investment process focused on risk-adjusted returns and capital preservation.

Discreet Regulated Independent Third-Party Audited
Market data provided by TradingView. Shown for illustrative purposes only and does not constitute investment advice.

Our Approach

Built on three decades of institutional experience, our process is driven by disciplined analysis, independent governance, and a commitment to protecting and growing client capital.

Capital Preservation

We prioritise the protection of invested capital through rigorous risk controls, diversified asset allocation, and conservative drawdown management across all market cycles.

Risk-Adjusted Returns

Our portfolio construction targets superior Sharpe ratios rather than absolute returns, balancing yield generation with volatility management and correlation analysis.

Transparent Reporting

Clients receive quarterly performance attribution reports, independently audited NAV statements, and full fee disclosure in line with institutional best practice.

Investment Plans

Standard

Target Annual Return
15%
Projected per annum
Minimum Investment £500
Maximum Investment £10,000
Investment Horizon 12–36 months
Distribution Quarterly

Premium

Target Annual Return
20%
Projected per annum
Minimum Investment £10,000
Maximum Investment £99,999
Investment Horizon 12–36 months
Distribution Quarterly

Elite

Target Annual Return
25%
Projected per annum
Minimum Investment £100,000
Maximum Investment £100,000,000
Investment Horizon 12–36 months
Distribution Quarterly

Ultimate

Target Annual Return
45%
Projected per annum
Minimum Investment £10,000,000
Maximum Investment £100,000,000
Investment Horizon 12–36 months
Distribution Quarterly
View All Mandates & History

Where We Allocate

Our investment universe spans four core strategies, each governed by a dedicated portfolio management team and independent risk oversight.

Equities & Fixed Income

Long-only and absolute return strategies across global equity markets and investment-grade credit, with systematic factor exposure and disciplined rebalancing.

Core Allocation

Real Estate

Diversified real estate exposure through direct property, REITs, and infrastructure debt, targeting inflation-linked income and capital appreciation over medium-term horizons.

Inflation Hedge

Digital Assets Custody

Institutional-grade digital asset exposure with regulated custody arrangements, cold storage protocols, and risk-adjusted position sizing within client mandates.

Emerging Allocation

Mining & Infrastructure

Direct and indirect exposure to precious metals mining, energy infrastructure, and commodity royalties, providing portfolio diversification and real-asset income streams.

Core Strategy
Market data provided by TradingView. For illustrative purposes only. Not investment advice.

By the Numbers

£2.4B
Assets Under Advisement
As at 31 December 2024
18+
Years of Operation
Founded 2006, London
47
Client Jurisdictions
Across 6 continents

A fiduciary obligation to
every mandate we manage.

Bunzl Resource Growth was founded on the conviction that institutional rigour and fiduciary discipline should not be the exclusive preserve of the largest sovereign funds. We exist to extend that standard to family offices, pension trustees, endowments, and high-net-worth individuals who demand transparent, independently governed asset management.

Our investment philosophy centres on three pillars: capital preservation as the primary mandate, risk-adjusted return generation as the operating objective, and full transparency as a non-negotiable commitment to every client relationship.

Speak with an Advisor
01

Fiduciary Governance

An independent investment committee with quarterly review cycles. All conflicts of interest declared and managed under a formal governance framework.

02

Diversified Portfolio Construction

Strategic allocation across real estate, global equities, fixed income, digital assets, and mining infrastructure to manage correlation and reduce drawdown risk.

03

Third-Party Administration

Assets held in custody with regulated, independent third-party administrators. Segregated client accounts. Annual external audit by a Big Four firm.

04

Regulatory Compliance

Operates under applicable financial services regulations in each jurisdiction of distribution. Full AML/KYC procedures. Regular regulatory reporting and disclosure.

What Our Clients Say

Selected commentary from institutional clients and advisors. Individual results vary. All statements are provided on a voluntary basis.

"We allocated a portion of our discretionary sleeve — approximately £850,000 — to the balanced mandate in 2021. Over a 36-month horizon, the portfolio delivered returns in line with the prospectus projections, with notably lower drawdown than our benchmark during the Q4 2022 correction. Reporting has been timely, transparent, and detailed."

MC
M. Calloway
Chief Investment Officer, Single Family Office

"As a pension trustee, our due diligence requirements are exacting. Bunzl provided audited performance records, custody documentation, and a clear fee schedule before we committed. The quarterly attribution reports they produce are among the most detailed we receive from any external manager."

RT
R. Thornton
Trustee, Defined Contribution Pension Scheme

"We introduced a £250,000 allocation within our endowment's alternatives sleeve on a 48-month mandate. The mining and infrastructure component has provided genuine diversification relative to our equity-heavy core portfolio. Communication with the investment team has been professional and substantive."

SW
S. Whitmore
Director of Investments, University Endowment

"What distinguished Bunzl in our selection process was the quality of their risk reporting. We received scenario analysis under multiple stress conditions, correlation matrices, and a clearly articulated drawdown policy. For a manager of this size, that level of infrastructure was impressive."

AP
A. Patel
Head of Manager Selection, Multi-Family Office

"We transitioned a £1.2M discretionary portfolio to the growth mandate in early 2023. The digital asset sleeve has been managed conservatively with clearly defined position limits. We appreciated the structured onboarding process and the prompt responses from the client servicing team throughout."

FO
F. O'Brien
Principal, Independent Financial Advisers

"Our charity investment committee reviewed three external managers before selecting Bunzl for our long-term growth mandate. The combination of real asset exposure, quarterly distributions, and independent custody arrangements was the most appropriate structure we evaluated for our charitable objectives."

NL
N. Lawson
Treasurer, Charitable Foundation (Registered)

Frequently Asked Questions

Our investment mandates are available to accredited investors, institutional clients, family offices, charitable foundations, pension trustees, and endowments. Minimum investment thresholds apply per mandate. Prospective clients are subject to standard KYC/AML verification procedures prior to account activation. We do not accept retail investor applications without prior advisory consultation.
Client assets are held in segregated accounts with a regulated, independent third-party custodian. No co-mingling of client funds with operational capital. Digital assets are held under institutional cold storage custody arrangements. All assets are subject to annual independent audit. We maintain professional indemnity and custodial insurance cover appropriate for our AUM.
All investment mandates carry risk, including the risk of partial or total loss of capital. Target annual returns are projections based on historical portfolio performance and are not guaranteed. Asset values can rise and fall. Past performance is not indicative of future results. Currency risk, liquidity risk, counterparty risk, and market risk all apply. We encourage all prospective clients to read the full risk disclosure document and seek independent financial advice before investing.
Standard mandates operate on a quarterly distribution cycle, with returns credited to the client account on the last business day of each calendar quarter. Clients may elect to reinvest distributions into the mandate or receive them as a cash payment to their registered bank account. Distribution timing may vary by mandate tier. Please refer to the relevant Investment Mandate Agreement for full distribution terms.
We operate on a transparent fee structure consisting of an annual management fee (calculated as a percentage of AUM) and, on applicable mandates, a performance fee charged on returns above a defined hurdle rate. All fees are disclosed in full in the pre-investment documentation. We do not charge opaque entry or exit fees. A full fee schedule is available on request prior to any investment commitment.
Bunzl Resource operates under applicable financial services regulations in each jurisdiction in which it distributes investment products. We maintain comprehensive AML/KYC procedures, a formal conflicts-of-interest policy, and regulatory reporting obligations. An independent compliance officer conducts periodic internal audits. Prospective clients are encouraged to verify the applicable regulatory status for their jurisdiction before investing.
Mandates are structured with defined investment horizons. Early redemption is available in exceptional circumstances subject to applicable early-exit provisions as set out in the Investment Mandate Agreement. Liquidity terms vary by mandate tier. Clients should not invest capital they may need to access within the stated mandate period. All redemption requests are processed in accordance with the fund's redemption policy and applicable notice periods.
To open a client account, submit a consultation request via the "Request Consultation" button on this page. A member of our client services team will contact you within two business days to conduct a brief suitability assessment and provide pre-investment documentation. Following satisfactory KYC verification and document completion, your account will be activated and mandate instructions can be submitted. The full onboarding process typically takes 5–10 business days.

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