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m&g multi-asset fund for charities

The charity supports other charities or voluntary bodies. M&g Multi-Asset Fund For Charities is a registered charity whose purpose is other charitable purposes. It delivers its work by providing other financial support. The charity is based in London and operates in England And Wales, Scotland, and Northern Ireland.


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 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

Fundraising

See where M&g Multi-Asset Fund For Charities is active and find local fundraising opportunities.

Financial Information

Latest Income
£9,412,000
Latest Expenditure
£9,642,000

Financial Efficiency

Program Ratio 91.3%
% of income going directly to charitable activities
Overall Efficiency 89.1%
% of expenditure going to programs (vs overhead)
Administrative Ratio 10.9%
Overhead (fundraising + governance) as % of total expenditure

Latest Financial Breakdown

Income Sources

Donations & Legacies £0
Charitable Activities £0
Other Trading £0
Investments £9,412,000
Other Income £0

Expenditure Categories

Charitable Expenditure £8,594,000
Raising Funds £1,048,000
Governance £0
Grants to Institutions £0
Other Expenditure £0

Financial Trend

Annual Returns

Financial YearIncomeExpenditureCharitable SpendingNet AssetsReservesStaff
2024£9,412,000£9,642,000£8,594,000£216,353,000£378,0000 / 0
2023£8,701,000£8,830,000£7,853,000£184,962,000£368,0000 / 0
2022£8,144,000£8,506,000£7,513,000£192,166,000£276,0000 / 0
2021£7,182,000£7,186,000£0£199,328,000£410,0000 / 0
2020£7,449,000£7,443,000£0£163,200,000£195,0000 / 0

Staff column shows: Employees / Volunteers