M&G MULTI-ASSET FUND FOR CHARITIES
Activities
As described by the charity on the register
The fund has two aims; To provide a higher total return (the combination of capital growth and income), net of the ongoing charge figure, than that of a composite index over any five-year period and to provide an annual yield of at least 3%. The fund invests in collective investment schemes, typically funds managed by M&G, to gain exposure to a diversified range of asset classes including
Latest income
£10.7m
Expenditure
£10.8m
Financial year end
2025-11-03
Income & spending history
As reported to the Charity Commission, by financial year end
| Year end | Income | Expenditure | |
|---|---|---|---|
| 2021-11-01 | £7.2m | £7.2m | |
| 2022-11-01 | £8.1m | £8.5m | |
| 2023-11-01 | £8.7m | £8.8m | |
| 2024-11-01 | £9.4m | £9.6m | |
| 2025-11-03 | £10.7m | £10.8m |
Latest detailed return
Year end 2025-11-03
Income mix
| Donations & legacies | £0 |
| Charitable activities | £0 |
| Trading | £0 |
| Investment income | £10.7m |
| Total income | £10.7m |
Spending
| Charitable spend | £9.7m |
| Raising funds | £1.2m |
| Grants to institutions | £0 |
| Governance | £0 |
| Total expenditure | £10.8m |
Balance sheet
| Reserves | £574k |
| Total funds | £258m |
| — restricted | £258m |
| — unrestricted | £0 |
| — endowment | £0 |
| Total assets | £258m |
| Cash | £870k |
People
| Employees | 0 |
Classification
The charity's own register classification
What it does
- Other Charitable Purposes
Who it helps
- Other Charities Or Voluntary Bodies
How it works
- Provides Other Finance
Source: Charity Commission for England and Wales register, 2026-09-05. Detailed figures as filed in the charity's annual return. Contains public sector information licensed under the Open Government Licence v3.0.