Are you getting the best investment outcome for your charity

Reviewing your charity’s investments

Trustees have a legal obligation to ensure their charity’s assets are invested appropriately. Have you considered reviewing your current investment arrnagement to ensure ongoing suitability and performance?


Charitable investments are often fundamental to support the capital and income requirements of a charity. However, the funds need to be invested in line with the charity’s aims and objectives, ensuring they can be achieved with the minimum amount of risk, whilst considering any restrictions applied to the endowments received.

Trustees have legal duties but moreover will want to ensure they are getting the best outcome for their organisation.

Often, charities and not-for-profit organisations will face challenges with their investments for a number of reasons. The most common difficulties are:

  • There is a lack of clear objectives
  • They do not have an investment strategy that is built around their objectives
  • There is no oversight or benchmarking of the investment management process or performance


It is important that control of your charity’s investments is maintained. This means that your charity should monitor the performance of investments and make informed decisions based upon this.

If your trustee board does not have the skills and experience for this, you should seek advice from an independent specialist. Advice received should be impartial of the Investment Manager(s) with investment decisions approved by the trustees.

Read our fact sheet for more information. 

How can we help you?

If your charity is considering investing capital, we can help. We can review your investment policy statement and advise on an investment approach that meets the objectives, values and capital requirements of your charity. Our independence means we have access to the entire market and can create a suitable portfolio for you.

If you would like to discuss your charity’s investment options, or if you wish to arrange an initial no cost, no obligation, consultation, then please fill out the contact form below. Alternatively, you can call 01603 706 820 or email

Important information

The contents of this fact sheet do not constitute financial advice. The impact of taxation (and any tax relief) depends on individual circumstances. This has been prepared based on our current understanding of UK Law, Taxation and HMRC practice, all of which could be subject to change in future. The value of investments can fall as well as rise and it may not always be possible to receive back the sum initially invested. Past performance is not necessarily a guide to future investment returns.

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