Charity investments 'steady to 2008'

New report measures performance of largest investment portfolios

The value of sector investment assets remained steady in the year to March 2008, according to figures drawn from charities' annual reports.

The investment assets of the 1,000 charities with the largest portfolios were valued at about £70bn, roughly the same as during the same period 12 months earlier, according to data from annual reports published up to the end of the first quarter of 2009.

The figures are published in the JM Finn Charity Performance Guide, a measurement of investment performance that will be launched on 2 July.

The value of the property portfolios owned by the charities also remained constant at about £8bn.

"The data indicates very little overall movement," said a spokesman for the report's publisher, DG Publishing. "However, much of the information still comes from a period before the crash really took effect."

Figures released earlier this month by WM Performance Services showed that charity investments lost 7.1 per cent of their value in the first quarter of 2009.

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