Policy paper
Charity Commission regulations: charities total return
Regulations giving authority for total return investment by charities.
Documents
Details
The regulations set out investment powers for trustees of permanently endowed charities.
The Charities (Total Return) Regulations 2013 were made on 25 October 2013 and came into force on 1 January 2014.
The 2013 regulations were amended following a 5 year statutory review. The Charities (Total Return) (Amendment) Regulations 2018 come into force on 1 January 2019.
They make minor technical improvements identified during our review, but do not materially change how the 2013 regulations work.
See the commission’s guidance on total return investment.
Published 1 January 2014
Last updated 20 December 2018 + show all updates
Last updated 20 December 2018 + show all updates
- Added the Charities (Total Return) (Amendment) Regulations 2018 which come into force on 1 January 2019. They make minor technical improvements.
- First published.