Thank you for completing this year’s charity investment survey
Findings from the 2021 survey
Following the unprecedented disruption and low investment returns reflected in the 2020 Newton Charity Investment Survey, charities saw their investments bounce back in our 2021 survey.
52% of charities reported performance gains of 9% or higher in 2021, a 35% increase on 2020.
Just 20% of charities stated that the pandemic had affected their investment strategy.
The proportion of equities and bonds held overseas has increased steadily from 29% in 2014 to 42% in 2021.
While charities continued to suffer significant disruption from the coronavirus pandemic, the 2021 survey told a story of resilience and recovery, with the vast majority of charities remaining steadfast in their investment strategies.
Individual Investors will be redirected to bnymellon.com
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.