Value of charity investments falls in 2011

The total value of charity investments dropped by 2.7 per cent, according to research by a leading market analyst.

Figures from the WM Fund Monitor were based on a survey of charity investment managers and indicate that 40 per cent of charities' money was invested in UK equities, a fall of 3.5 per cent on the previous year.

At the same time, overseas equities were down 9.1 per cent on the previous year, although UK bonds rose in value by 15.6 per cent, while the amount of money placed in property was up by 8.1 per cent.

According to the Third Sector, the figures show that the overall value of charity assets has risen by 9.6 per cent in the past three years.

It reports that the reason for the lower level of investments in 2011 was similar to that of the wider market – namely that the eurozone debt problems led to a pessimistic mood and subdued risk taking.

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