The 2019 survey

Thanks to the input of respected UK charity sector leaders, the Newton Charity Investment Survey has delivered five years of unique industry insight and trend comparisons, and now we’re launching the sixth instalment for 2019.

The survey covers diverse aspects of the management of charitable portfolios, and continues to provide an industry benchmark on the investment experiences and intentions of the sector.

This year, we are particularly interested in exploring:


  • Your investment experience over the last year, and how it has affected your charity’s spending plans
  • Ethical investment and the emerging area of sustainable investment
  • The changing regulatory environment
  • Meeting the challenges of diversity

Have your say

Please help make a difference to your industry by completing the UK’s most comprehensive and data-rich charity survey.

All survey participants will be invited to the survey findings launch in the autumn, where we’ll be revealing the data, what it means for you and how the industry might respond.

The first 100 charities to complete the survey will be eligible to receive a pair of tickets to the Summer Exhibition 2019 at the Royal Academy of Arts. Survey participants will also be entered into a prize draw for the opportunity to win a £250 donation to a charity of their choice. Four winners will be selected at random. Terms and conditions apply.

Responses will be treated confidentially. Data will only be shared in aggregate, and no individual charity responses will be identifiable.

The survey should take approximately 15 minutes. It may be useful to have your latest investment quarterly report to hand for reference.


Thank you for your contribution to our 2019 survey.