Charity investments rise by 2.7 per cent in first half of 2011

More than 40 per cent of charity assets are in UK equities, figures from the WM Company show

Rise in charity investments
Rise in charity investments

The value of charity investments rose by 2.7 per cent in the first six months of 2011, according to new figures from the market analyst firm the WM Company.

The figures, based on a survey of most of the major charity investment managers, rely on data to the end of May and estimates for June based on market averages.

The figures show that over the past 12 months, charity investments rose by 18.2 per cent, but almost all of this growth took place in the latter half of 2010.

Charities continued to hold more than 40 per cent of their assets in UK equities, which rose over the period by 1.9 per cent.

John Hildebrand, an investment manager at Rensburg Sheppards, said growth in the first six months of 2011 had been weaker than expected, and the UK equity market had lost value in capital terms but produced good income.

He said markets were affected by worries about European debt crises and concern about damage done to the Japanese economy by the recent earthquake and tsunami.

Equities and property looked like better value investments than bonds for charities over the next six months, he said.


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