Trends & data analysis

Charity Investment Spotlight Report

19 May 2017

Charity investments exceed £100bn for the first time

The Charity Investment Spotlight report examines the investment performance of the top 5000 UK charities.  This valuable report can be used as an essential source of information to benchmark your own investment performance against other charities of a similar size and research fund managers with expertise in the sector.   

Download and discover the answers to the following questions and more: 

  • What is the percentage return on investment assets for the top 5000 charities?
  • How many investment firms manage investments for the top 5000 charities and how does this compare to last year?
  • How much have investment assets grown since they started to recover from the banking crisis?
  • Which three charities experienced the greatest increase in value of their investments? 
  • Which three investment management firms made the greatest gains in the number of clients?

Download now






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Mark Pincher

Mark Pincher is data editor and development manager for Charity Financials and Smee & Ford. |


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