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Charity Fund Management Survey 2012 - have your say

Fund Management Survey 2012
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Charity Fund Management Survey 2012 - have your say

Finance | 13 Aug 2012

Each year the FDs and trustees of thousands of UK charities eagerly anticipate the findings of the annual Charity Finance Fund Management Survey to help them decide who to trust with their investments. This year ensure your firm is part of the story.

  • Complete the questionnaire online here
  • Download the questionnaire here

Last year's league table of fund managers ranked by charity funds under management showed plenty of movement. Newton moved to the head of the pack, while other high performers included Sarasin & Partners (up from sixth to fourth), Schroders (eighth to sixth) and Brewin Dolphin (tenth to ninth). In the mid-sized market Ruffer, Jupiter, Collins Stewart and Fidelity all had reasons to be cheerful, as did Heartwood and Evercore amongst the smaller players.  

So who have been the movers and shakers this year? 

  • Complete the questionnaire online here
  • Download the questionnaire here

The Charity Finance Fund Management Survey is published in November's Charity Finance magazine and online at civilsociety.co.uk. If you would like to discuss associated advertising opportunities please contact Yvette Micallef at yvette.micallef@civilsociety.co.uk or on 020 7819 1202.

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