Charity Fund Peer Group Universe Launched by Teknometry and the Charity Investors’ Group

London, 7th August 2017 – Investment performance specialists Teknometry, today announced the launch of the Teknometry CIG Charity Fund Universe, which has been established in conjunction with the Charity Investors’ Group (CIG).

The Teknometry CIG Charity Fund Universe has been created to provide a representative peer group for the analysis of UK charity investment performance, initially in the multi-asset sector.

The universe has nine founding participant investment management firms that have provided five years of data on their balanced portfolios in order to establish the universe with a credible history from the launch. The five year history focused on total net return data and going forward Teknometry will be expanding the analysis to included asset allocation and yield data.

At the 30th June 2017 the Teknometry CIG Charity Universe was comprised of 1,352 portfolios representing over £14.6bn of UK charity fund assets.

The average UK charity fund returns for periods ending 30th June 2017 are shown in the table below.

June Stats

Teknometry’s managing director Mick Brant says: “The Teknometry CIG Charity Fund Universe is now the most representative peer group sample of balanced charity investment portfolios in the UK and will provide much-needed insight into the sector. Our aim is to expand the universe in terms of sample size and analysis over the coming months in order to provide further insight. We are grateful to the CIG and the founding participants for supporting this initiative, which has been a year in the making.”

Kate Rogers, Chair of the Charity Investors’ Group says: “I am delighted that Charity Investors Group members have come together to share their investment data. The resulting peer group will be a really useful comparator for charity investors, representing around 15% of all invested UK charitable assets.”

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