The Newton Charity Investment Survey

About the 2024 survey

: We are grateful to many of the respected UK charity leaders who have provided input to the Newton Charity Investment Survey over the last ten years, giving the sector unique insight and trend comparisons of its investment intentions.
: This year we are particularly interested in exploring your views on:

Current issues, such as the continued cost-of-living crisis, which may be affecting your charity and the way you operate

Your recent investment returns (both capital return and income) and your expectations for the future

How you are considering net zero and responsible investment factors in the management of your portfolios

The expectations around and experiences of diversity for your charity

Please help inform and make a difference to your sector by completing our 2024 survey by 5 July.

We will publish the survey findings in the autumn, when we will reveal evolving trends, what they could mean for you, and how the sector might respond.
The first 100 charities to complete the survey will be eligible to receive a pair of ‘open’ tickets to an exhibition of their choice (before 31 January 2025) at the Royal Academy of Arts.
Responses will be treated confidentially. Data will only be shared in aggregate, and no individual charity responses will be identifiable.

Survey participants will also be entered into a prize draw for the opportunity to win a £250 donation to a charity of their choice. Four winners will be selected at random. Terms and conditions apply.

Thank you for your contribution to our 2024 survey.