M&g Multi-Asset Fund For Charities
Also known as: The M&g Almshouse Multi-Asset Fund for Charities, The M&g Multi-Asset Fund for Charities
The fund has two aims; To provide a higher total return (the combination of capital growth and income), net of the ongoing charge figure, than that of a composite index over any five-year period and to provide an annual yield of at least 3%. The fund invests in collective investment schemes, typically funds managed by M&G, to gain exposure to a diversified range of asset classes including
Activities & Mission
The fund has two aims; To provide a higher total return (the combination of capital growth and income), net of the ongoing charge figure, than that of a composite index over any five-year period and to provide an annual yield of at least 3%. The fund invests in collective investment schemes, typically funds managed by M&G, to gain exposure to a diversified range of asset classes including
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.
Country
Region
Financial Information
Financial Efficiency
Higher than 42% of UK Housing charities with income £1M to £10M (sample: 1072). How is this calculated?
Higher than 23% of UK Housing charities with income £1M to £10M. How is this calculated?
Lower overhead than 21% of UK Housing charities with income £1M to £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 2024.
| Financial Year | Income | Expenditure | Charitable Spending | Net Assets | Reserves | Staff |
|---|---|---|---|---|---|---|
| 2024 | £9,412,000 | £9,642,000 | £8,594,000 | £216,353,000 | £378,000 | 0 / 0 |
| 2023 | £8,701,000 | £8,830,000 | £7,853,000 | £184,962,000 | £368,000 | 0 / 0 |
| 2022 | £8,144,000 | £8,506,000 | £7,513,000 | £192,166,000 | £276,000 | 0 / 0 |
| 2021 | £7,182,000 | £7,186,000 | £0 | £199,328,000 | £410,000 | 0 / 0 |
| 2020 | £7,449,000 | £7,443,000 | £0 | £163,200,000 | £195,000 | 0 / 0 |
Staff column shows: Employees / Volunteers
Frequently asked questions about M&g Multi-Asset Fund For Charities
What does M&g Multi-Asset Fund For Charities do?
The fund has two aims; To provide a higher total return (the combination of capital growth and income), net of the ongoing charge figure, than that of a composite index over any five-year period and to provide an annual yield of at least 3%. The fund invests in collective investment schemes, typically funds managed by M&G, to gain exposure to a diversified range of asset classes including
How much income did M&g Multi-Asset Fund For Charities report in 2024?
M&g Multi-Asset Fund For Charities reported total income of £9.41m and reported expenditure of £9.64m for the financial year ending 2024, based on the most recent annual return filed with the Charity Commission.
How efficient is M&g Multi-Asset Fund For Charities?
M&g Multi-Asset Fund For Charities has a program ratio of 91.3%, meaning that share of its income goes directly to charitable activities. This is higher than 42% of UK Housing charities with income £1M to £10M (sample of 1072 charities). See our methodology for how this is calculated.
When was M&g Multi-Asset Fund For Charities registered as a charity?
M&g Multi-Asset Fund For Charities was registered with the Charity Commission for England and Wales on 8 July 2019 as charity number 1184314. It has been registered for 7 years.
Who runs M&g Multi-Asset Fund For Charities?
M&g Multi-Asset Fund For Charities is governed by a board of 2 trustees. Trustees are legally responsible for the charity's governance and are listed in full on its profile.
Where does M&g Multi-Asset Fund For Charities operate?
M&g Multi-Asset Fund For Charities operates across 3 areas: Northern Ireland, Scotland and England And Wales.
Is M&g Multi-Asset Fund For Charities a registered charity?
Yes — M&g Multi-Asset Fund For Charities is a registered charity in England and Wales, charity number 1184314.
Details
10 Fenchurch Avenue
LONDON
EC3M 5AG
Registry Information
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Major UK charities in the same primary sector, drawn from the curated priority cohort.
Trustees
Sectors & Classifications
Also Known As
- The M&g Almshouse Multi-Asset Fund for Charities
- The M&g Multi-Asset Fund for Charities
Data & trust
- Register data refreshed
- 14 May 2026
- Methodology
- How metrics are calculated