Policy paper

Charity Commission regulations: charities total return

Regulations giving authority for total return investment by charities.

Published 1 January 2014
Last updated 20 December 2018 — see all updates
From:
The Charity Commission
Applies to:
England and Wales

Documents

The Charities (Total Return) Regulations 2013

PDF, 1.82MB, 6 pages

This file may not be suitable for users of assistive technology. Request an accessible format.

If you use assistive technology (such as a screen reader) and need a version of this document in a more accessible format, please email usability@charitycommission.gsi.gov.uk. Please tell us what format you need. It will help us if you say what assistive technology you use.

Charities (Total Return) (Amendment) Regulations 2018

PDF, 81.9KB, 3 pages

This file may not be suitable for users of assistive technology. Request an accessible format.

If you use assistive technology (such as a screen reader) and need a version of this document in a more accessible format, please email usability@charitycommission.gsi.gov.uk. Please tell us what format you need. It will help us if you say what assistive technology you use.

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
  1. Added the Charities (Total Return) (Amendment) Regulations 2018 which come into force on 1 January 2019. They make minor technical improvements.
  2. First published.

Related content