Newton Charity Investment Survey 2024: Questionnaire

Thank you for your help in completing the Newton Charity Investment Survey.

The survey aims to provide a data resource that will be of real value to the charity sector. It should take around 20 minutes to complete, and the questions can be completed without the need for any special preparation or research.

It might be helpful if you have a copy of your latest quarterly investment report to hand. When we ask questions about amounts or percentages, approximate answers are sufficient. 

We will offer a pair of tickets to an exhibition of your choice (before 31 January 2025) at the Royal Academy of Arts to each of the first 100 charities to complete the survey.

On completion of the survey, you will be entered into a prize draw for the opportunity to win a £250 donation to a charity of your choice. Four winners will be selected at random.

Terms and conditions apply.

Thanks once again for your help in this important project for the sector.

Your personal information (personal data refers to details such as your name or email address) will be collected by Trajectory which is hosting the survey on behalf of Newton Investment Management Limited. All personal data held by Trajectory will be deleted no later than 31 December 2024. You can view Trajectory’s privacy policy for more information.

*By completing the survey and providing your email address, you agree that Newton Investment Management Limited has permission to contact you with further communications about the survey, including event invitations and thought leadership.

Newton Investment Management Limited will transfer or store your personal information in other countries, including those outside Europe, under the protection of appropriate safeguards. For more information about how Newton Investment Management Limited collects, uses and shares personal information and your legal rights, please contact us at Data.Privacy@newtonim.com or see BNY Mellon’s full privacy notice.