Charity Assets Trust
- Country
- England & Wales
- Charity number
- 1146166
- Status
- Registered
- Registered
- Feb. 29, 2012
- Legal form
- Other
Address
- Address
- Ruffer Llp
80 Victoria Street
London
SW1E 5JL
Contact
- Phone
- 020 7963 8100
- cat@ruffer.co.uk
- Website
ruffer.co.uk
Activities
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.
Objects: The Provision Of A Common Investment Fund For The Benefit Of The Participating Charities.
Classification
- How
- Provides Services
- What
- Other Charitable Purposes
- Who
- Other Charities Or Voluntary Bodies
Geography
- Region
- Throughout England And Wales
Finances
| Period end | Income | Expenditure | Assets |
|---|---|---|---|
| Oct. 15, 2025 | £17,257,000 | £5,419,000 | £546,289,000 |
| Oct. 15, 2024 | £17,473,000 | £5,699,000 | £629,150,000 |
| Oct. 15, 2023 | £9,186,000 | £4,343,000 | £509,510,000 |
| Oct. 15, 2022 | £3,079,000 | £2,311,000 | £232,430,000 |
| Oct. 15, 2021 | £2,284,000 | £1,636,000 | £166,957,000 |
Trustees
| Name | Appointed |
|---|---|
| Bny Mellon International Limited | Feb. 28, 2012 |