Charity Assets Trust
Analysis
Charity Assets Trust is a registered charity in England and Wales, based in London. It was registered in February 2012, 14 years ago. Its declared purposes cover other charitable purposes, which this site groups under other charitable purposes. It says it provides services.
In the financial year ending October 2025, Charity Assets Trust reported income of £17.3m and spending of £5.4m, leaving 69% of income unspent that year. Across the 5 years on record, from October 2021 to October 2025, income grew from £2.3m to £17.3m (+656%), an average of +66% a year. The sharpest change came in the year to October 2023, when income rose by 198%. Over the whole period it spent 39% of the income it received.
Among 1,463 England and Wales charities whose main cause is other charitable purposes and that reported income, Charity Assets Trust sits at the 100th percentile: it is one of the largest 1% in its cause. Against every charity in England and Wales with reported income it ranks in the 99th percentile. Charities of a similar size with the same main cause include The Royal United Services Institute for Defence and Security Studies (£16.6m), Lilian Faithfull Care (£18.2m) and The Pennies Foundation (£16.4m).
In its latest detailed accounts, income came from investments 100%. Charitable activities took 0.0% of spending and raising funds 100%.
Income and spending
Where the income comes from
- Investments 100%
In the charity's own words
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.
Similar-sized charities, same cause
| Charity | Location | Income |
|---|---|---|
| The Royal United Services Institute for Defence and Security Studies | London | £16.6m |
| Lilian Faithfull Care | Gloucestershire | £18.2m |
| The Pennies Foundation | London | £16.4m |
| Pilgrims Hospices in East Kent | Kent | £18.9m |