Question 1

What is the mission of CHARITY ASSETS TRUST?

Accepted Answer

The Charity Asstes Trust is a common investment fund established under section 24 of The Charities Act 1993.  It follows an 'absolute return' investment strategy. This means that the Manager will not endeavour to track or 'outperform' a specific benchmark or stock market index, but instead seek to generate consistent positive returns regardless of the prevailing market conditions.

Question 2

What is the financial size of CHARITY ASSETS TRUST?

Accepted Answer

CHARITY ASSETS TRUST is classified as a major charity. In the latest financial year, they reported a total income of £17,257,000 and total expenditure of £5,419,000.

Question 3

How does CHARITY ASSETS TRUST allocate its spending?

Accepted Answer

For every pound spent, approximately 0.0% goes directly to charitable activities. The remaining 100.0% is spent on raising funds and administration. This is lower than the median for similar-sized charities (97.2%).

Question 4

What is the workforce structure of CHARITY ASSETS TRUST?

Accepted Answer

CHARITY ASSETS TRUST employs 0 staff members and is supported by 0 volunteers.

Question 5

Does CHARITY ASSETS TRUST receive government funding?

Accepted Answer

To a small extent. Approximately 0.0% of their income comes from government grants or contracts.

Question 6

Does CHARITY ASSETS TRUST pay its trustees?

Accepted Answer

Yes, the latest data indicates that one or more trustees receive payments or personal benefits from the charity.

CHARITY ASSETS TRUST

Latest HighlightsFY 2025

Income Sources

Related Charities

BREAKTHROUGH FOUNDATION

THE EQUITIES INVESTMENT FUND FOR CHARITIES (CHARIFUND)

BRIDGE HOUSE ESTATES

Via Community Ltd

Frequently Asked Questions