CHARITY ASSETS TRUST logo

CHARITY ASSETS TRUST

#1146166
OtherMajorRegistered
www.ruffer.co.uk

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.

Registered address

RUFFER LLP, 80 VICTORIA STREET, LONDON, SW1E 5JL

Latest HighlightsFY 2024

Income

All sources

£17,473,000
Expenditure

All activities

£5,699,000
Net Reserves

Unrestricted funds

£0
Total Assets

Gross assets

£633,676,000
Working Capital

Liquidity

£13,131,000

Benchmark Performance

Comparing against 1,903 similar major charities

Compare vs:
Reserve Runway
0.0 months
Median: 3.6 monthsBelow typical
Income Growth (1yr)
90.2%
Median: 8.2%Top quartile
Spending Efficiency
0.0%
Median: 97.2%Below typical
Income Concentration
100.0%
Median: 87.1%Below typical
Fundraising ROI
3.1x
Median: 27.3xBelow typical
Income Volatility
81.7%
Median: 13.4%Below typical
Self-Generated Income
100.0%
Median: 92.1%Top quartile
3-Year Income CAGR
97.0%
Median: 8.7%Top quartile

Efficiency & Health

Charitable Spending
0%
Fundraising Eff.

% income retained

3.1%
Governance Cost

% of expenditure

0%
Grant Making

% given away

N/A
Debt Ratio

% of assets

0.7%
Survival Ratio

Months of reserves

0 months

Income Profile

Donations & Legacies

% of income

0%
Government Reliance

% of income

0%
Largest Source

Primary income

Investments
Diversification

HHI: 10000

Highly Concentrated

Trends

Income Growth (1yr)

Year over Year

90.2%
Income CAGR (3yr)

Compound growth

97.0%
Volatility

High Volatility

81.7%
Reserves Trend

Direction

Depleting

Governance

Employees

Staff count

0
Volunteers

Volunteer count

0
Volunteer Ratio

Per staff member

N/A
Revenue/Employee

Per head

N/A
Trustee Benefits

Payments to trustees

Yes
High Earners

Earning over £60k

N/A

Source: Charity Commission annual returns. Figures may differ from published accounts. Always verify with official charity filings for due diligence.

Charts

Income vs Expenditure
Income Sources
Assets vs Liabilities

5 Year Trend

Workforce Scale

Employees & Volunteers

Frequently Asked Questions

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