Charity Peer Group Universes

The Teknometry CIG Charity Fund Universe was launched in 2017 by Teknometry, in conjunction with the Charity Investors’ Group (CIG), and now provides the most comprehensive peer group for the analysis of UK charity fund investment performance in the multi-asset sector.

The multi-asset universe includes statistics covering return, risk, asset allocation and yield, providing a unique insight into UK charity fund investment performance.  The universe has a performance record from 1st January 2012 and is comprised of 1,299 portfolios representing £14.9bn of UK charity fund assets at the end of September2018.

  • Quarterly service with reports available around 3 weeks after the quarter end.
  • Report is distributed FREE of charge to UK registered charities.
  • Service is independent of any consulting group.
  • The universe can be a useful comparator for charity funds.

The average UK charity fund returns for the period ending 30th June 2018 are shown in the table below.

Last 3 Months % Last 6 Months % Last 9 Months % Last 12 Months %
1.59 7.34 2.84 6.37

The above information must not be used for comparison purposes where the fund being compared to the universe is not a constituent of the universe.

Services for Charity Asset Managers

If you would like further information about participation in any of our current or upcoming universes click here.

 

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Services for Charity Funds

Universe reports provide unique insight into the performance of UK charity funds & are distributed free to UK registered charities

 

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Reports

Get a sample report from our Universe Service and/or our Comparative Performance Analysis Service.

 

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Charity Investors’ Group

The Charity Investors’ Group (CIG) is an independent group with a common interest in promoting a greater understanding of investment related issues. The group aims to be educational, informative and challenging, sharing expertise and experience. The Charity Investors’ Group welcomes new members and further information can be found at charityinvestorsgroup.org.uk.

For more information call +44 (0) 113 347 1320 now or use our Contact page.