charity assets trust
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.
Region
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 Year | Income | Expenditure | Charitable Spending | Net Assets | Reserves | Staff |
|---|---|---|---|---|---|---|
| 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 |
| 2020 | £1,955,000 | £1,513,000 | £0 | £125,540,000 | £0 | 0 / 0 |
Staff column shows: Employees / Volunteers
Details
Address
RUFFER LLP
80 VICTORIA STREET
LONDON
SW1E 5JL
80 VICTORIA STREET
LONDON
SW1E 5JL
Email
cat@ruffer.co.ukWebsite
www.ruffer.co.ukRegistration Date
29 February 2012
Status
Registered
Registry Information
Organisation Number
5026638
Charity Number
1146166
Trustees
BNY MELLON INTERNATIONAL LIMITED