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charity assets trust

The charity supports other charities or voluntary bodies. Charity Assets Trust is a registered charity whose purpose is other charitable purposes. It delivers its work by providing services. The charity is based in London and operates in England And Wales.


This page summarises publicly available information about the charity, including its activities, beneficiaries, and registration details, based on official records.

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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.

Fundraising

See where Charity Assets Trust is active and find local fundraising opportunities.

Financial Information

Latest Income
£17,473,000
Latest Expenditure
£5,699,000

Financial Efficiency

Program Ratio 0.0%
% of income going directly to charitable activities
Overall Efficiency 0.0%
% of expenditure going to programs (vs overhead)
Administrative Ratio 100.0%
Overhead (fundraising + governance) as % of total expenditure

Latest Financial Breakdown

Income Sources

Donations & Legacies £0
Charitable Activities £0
Other Trading £0
Investments £17,473,000
Other Income £0

Expenditure Categories

Charitable Expenditure £0
Raising Funds £5,699,000
Governance £0
Grants to Institutions £0
Other Expenditure £0

Financial Trend

Annual Returns

Financial YearIncomeExpenditureCharitable SpendingNet AssetsReservesStaff
2024£17,473,000£5,699,000£0£629,150,000£00 / 0
2023£9,186,000£4,343,000£0£509,510,000£00 / 0
2022£3,079,000£2,311,000£0£232,430,000£00 / 0
2021£2,284,000£1,636,000£0£166,957,000£00 / 0
2020£1,955,000£1,513,000£0£125,540,000£00 / 0

Staff column shows: Employees / Volunteers