Thanks to the input of respected UK charitable sector leaders, the Newton Charity Investment Survey has delivered five years of unique industry insight and trend comparisons. The survey 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.
Findings from the 2019 Newton Charity Investment Survey will be published later in the year. For our full findings from the 2018 survey, read the 2018 report.
The 2018 findings
Our full report on the findings from the 2018 survey.
Reports from earlier years
This is a financial promotion. Issued in the UK by Newton Investment Management Limited, The Bank of New York Mellon Centre, 160 Queen Victoria Street, London, EC4V 4LA. Registered in England No. 01371973. Newton Investment Management is authorised and regulated by the Financial Conduct Authority. The opinions expressed in this document are those of Newton and should not be construed as investment advice. This document is for UK charities only. Past performance is not a guide to future performance. Your capital may be at risk. The value of investments and the income from them can fall as well as rise and investors may not get back the original amount invested.