Overview

While charities continue to suffer significant disruption from the coronavirus pandemic, this year’s survey tells a story of resilience and recovery, with the vast majority of charities remaining steadfast in their investment strategies. Meanwhile, charities are attaching increasing importance to societal and environmental issues such as climate change, with the vast majority believing they are obligated to invest responsibly.

Thanks to the input of respected UK charity sector leaders, the Newton Charity Investment Survey has now delivered eight years of unique industry insight and trend comparisons. It covers diverse aspects of the management of charitable portfolios, and provides an industry benchmark to see how aligned your investment experience and intentions are with those of your peers.

The 2021 findings

Our full report on the findings from the 2021 survey.