Charity Assets Trust
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.
Activities & Mission
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.
Areas of Operation
Where this charity is registered to operate, as self-declared to the Charity Commission. These are regulatory classifications, not a list of active programmes, and don't necessarily indicate fundraising activity in each location.
Region
Financial Information
Financial Efficiency
Higher than 2% of UK Charity and VCS support charities with income over £10M (sample: 62). How is this calculated?
Higher than 2% of UK Charity and VCS support charities with income over £10M. How is this calculated?
Lower overhead than 0% of UK Charity and VCS support charities with income over £10M. (Lower overhead is generally read as more efficient.) How is this calculated?
Latest Financial Breakdown
Income Sources
Expenditure Categories
Financial Trend
Annual Returns
As filed with the Charity Commission for England and Wales. Most recent filing covers the financial year ending 2025.
One or more years show a significant change in income (over ±100%) compared with the prior year. This usually reflects a merger, transfer of activities, restated accounts, or a one-off legacy — not necessarily a real change in operating scale. See the methodology for context.
| Financial Year | Income | Expenditure | Charitable Spending | Net Assets | Reserves | Staff |
|---|---|---|---|---|---|---|
| 2025 | £17,257,000 | £5,419,000 | £0 | £546,289,000 | £0 | 0 / 0 |
| 2024 | £17,473,000 | £5,699,000 | £0 | £629,150,000 | £0 | 0 / 0 |
| 2023 | £9,186,000 | £4,343,000 | £0 | £509,510,000 | £0 | 0 / 0 |
| 2022 | £3,079,000 | £2,311,000 | £0 | £232,430,000 | £0 | 0 / 0 |
| 2021 | £2,284,000 | £1,636,000 | £0 | £166,957,000 | £0 | 0 / 0 |
Staff column shows: Employees / Volunteers
Frequently asked questions about Charity Assets Trust
What does Charity Assets Trust do?
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.
How much income did Charity Assets Trust report in 2025?
Charity Assets Trust reported total income of £17.26m and reported expenditure of £5.42m for the financial year ending 2025, based on the most recent annual return filed with the Charity Commission.
How efficient is Charity Assets Trust?
Charity Assets Trust has a program ratio of 0.0%, meaning that share of its income goes directly to charitable activities. This is higher than 2% of UK Charity and VCS support charities with income over £10M (sample of 62 charities). See our methodology for how this is calculated.
When was Charity Assets Trust registered as a charity?
Charity Assets Trust was registered with the Charity Commission for England and Wales on 29 February 2012 as charity number 1146166. It has been registered for 14 years.
Who runs Charity Assets Trust?
Charity Assets Trust is governed by a board of 1 trustee. Trustees are legally responsible for the charity's governance and are listed in full on its profile.
Where does Charity Assets Trust operate?
Charity Assets Trust operates in England And Wales, as recorded in its Charity Commission filing.
Is Charity Assets Trust a registered charity?
Yes — Charity Assets Trust is a registered charity in England and Wales, charity number 1146166.
Details
80 VICTORIA STREET
LONDON
SW1E 5JL
Registry Information
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Trustees
Sectors & Classifications
Data & trust
- Register data refreshed
- 14 May 2026
- Methodology
- How metrics are calculated