Download the Principles

Not sure what applies to your charity? Read Using the Principles

PDFs are available of all the practice outlined, or focused on Must and Recommended practice. Smaller charities, for example those with under £1mn in assets, that mainly invest cash (holding money in a bank or savings account) should refer to Smaller charities that mainly invest cash.

The Charity Investment Governance Principles, and all of the related content, whether published on this website or elsewhere, are for information and general guidance only. The Principles and related content do not constitute investment advice or any other form of advice. Charity investors applying the Principles remain responsible for their own decisions and should consider whether to seek investment or other professional advice in relation to their specific circumstances.

Download the Principles

For larger charities

For smaller charities

For smaller charities that mainly invest cash