If you use assistive technology (such as a screen reader) and need a
version of this document in a more accessible format, please email firstname.lastname@example.org.
Please tell us what format you need. It will help us if you say what assistive technology you use.
Charity trustees no longer need authority from the Charity Commission to adopt a total return approach to investment. This guidance covers:
the commission’s powers set out in the total return regulations and how they can be used
what total return investment means for permanently endowed charities
what happens if the charity already has a total return investment order from the commission
how to adopt the power to use total return investment
the trustees’ duties with regard to using the power
allocating total return between income and capital