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the investment managers' charitable trust

The charity supports the general public. The Investment Managers' Charitable Trust is a registered charity whose purpose is general charitable purposes. It delivers its work by making grants to individuals. 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 advancement of education of the public in the knowledge and understanding of investmentmanagement, the role of investment managers and related aspects of personal finance.

Fundraising

See where The Investment Managers' Charitable Trust is active and find local fundraising opportunities.

Financial Information

Latest Income
£56,829
Latest Expenditure
£3,710

Financial Efficiency

Overall Efficiency 6.5%
% of expenditure going to programs (vs overhead)
Expenditure Ratio 6.5%
Expenditure as % of income

Financial Trend

Annual Returns

Financial YearIncomeExpenditureCharitable SpendingNet AssetsReservesStaff
2024£56,829£3,7100 / 9
2023£6,912£2,6520 / 9
2022£15,992£2,6570 / 0
2021£44,957£3,0050 / 0
2020£16,340£5,1500 / 0

Staff column shows: Employees / Volunteers