Investment: The Numbers Game

Some recent top lines in the fast-moving world of charity investment.

£80bn - The amount by which British charities and foundations would now be richer if they had employed the same investment strategy as Yale's endowment guru, Professor David Swensen. He has achieved an average return of 17.9 per cent a year over the past decade; UK charities have managed 7.9 per cent a year (as calculated by WM Performance Services). Source: Institute for Philanthropy

£39.65bn - The estimated value of funds invested by the UK voluntary sector in equities in the calendar year 2006. This is an increase of more than 45 per cent on the £27.07bn invested in equities by the sector in the tax year ending in April 2004. Source: Baring Asset Management

£26.3bn - The collective annual income of the UK's voluntary sector. There are more than 169,000 charities in the UK, but two-thirds of the sector's total income is generated by just over 3,200 organisations. Source: Baring Asset Management

452 - The number of Ecclesiastical Insurance policy holders in a 640-strong poll who said they were in favour of including oil stocks in the company's ethical investment fund - so long as the investment met "strict ethical criteria". Only 9.7 per cent said they would prefer not to invest in oil stocks under any circumstances. Source: Ecclesiastical Insurance

90 - The number of ethical retail funds now available to UK investors, including recent launches such as ABN Amro's Brazilian Emerging Market SRI Fund and HSBC's GIF Sustainability Leaders Fund. Source: Ethical Investment Research Services (Eiris)

17% - The proportion of common investment funds that employ socially responsible investment screens. It has been estimated that £9bn of assets are currently being managed in collective investment vehicles. Only about £1.5bn of those are invested in CIFs that have been screened to ensure they are socially responsible. Source: Eiris

10% - The share of the UK charity investment market held by investment firm BlackRock (formerly Merrill Lynch). Source: Charities Aid Foundation.

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