Activities

As described by the charity on the register

THE FUND AIMS TO PROVIDE A HIGH AND SECURE LEVEL OF INCOME WITH THE PROSPECT OF GROWTH IN INCOME AND TO MAINTAIN THE CAPITAL VALUE OF ASSETS HELD IN THE FUND, THROUGH INVESTING IN A DIVERSIFIED UK COMMERCIAL PORTFOLIO. THE FUND INVESTS IN THE PRINCIPAL COMMERCIAL PROPERTY SECTORS: OFFICE, RETAIL, INDUSTRIAL AND OTHER (LEISURE, CAR SHOWROOMS). IT DOES NOT INVEST IN SPECULATIVE DEVELOPMENTS.

Latest income

£78.4m

Expenditure

£77.2m

Financial year end

2024-06-24

Income & spending history

As reported to the Charity Commission, by financial year end

Year end Income Expenditure income spend
2021-06-24 £60.7m £60.8m
2022-06-24 £58.2m £57.7m
2023-06-24 £63.2m £63.7m
2024-06-24 £78.4m £77.2m

Classification

The charity's own register classification

What it does

  • Other Charitable Purposes

Who it helps

  • Other Charities Or Voluntary Bodies

How it works

  • Other Charitable Activities

Source: Charity Commission for England and Wales register, 2026-07-28. Detailed figures as filed in the charity's annual return. Contains public sector information licensed under the Open Government Licence v3.0.