This year’s survey is dominated by the coronavirus pandemic, which has not only affected charities’ investment returns and their expectations for the future, but has also had major implications for charities’ activities and their ability to raise funds. Notwithstanding this unprecedented event, charities continue to attach increasing importance to ethical and socially responsible investing, and make progress on diversity.
Thanks to the input of respected UK charity sector leaders, the Newton Charity Investment Survey has now delivered seven 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 2020 findings
Our full report on the findings from the 2020 survey.
Reports from earlier years
This is a financial promotion. Issued 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, 12 Endeavour Square, London, E20 1JN and is a subsidiary of The Bank of New York Mellon Corporation. Material in this publication is for general information only. The opinions expressed in this document are those of Newton and should not be construed as investment advice or recommendations for any purchase or sale of any specific security or commodity. Certain information contained herein is based on outside sources believed to be reliable, but its accuracy is not guaranteed. You should consult your advisor to determine whether any particular investment strategy is appropriate. 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.