CHARITY ASSETS TRUST

Registration #1146166 · Registered

www.ruffer.co.uk

cat@ruffer.co.uk

RUFFER LLP 80 VICTORIA STREET SW1E 5JL

60
out of 100
Good Standing

The Charity Asstes Trust is a common investment fund established under section 24 of The Charities Act 1993. It follows an 'absolute return' investment strategy. This means that the Manager will not endeavour to track or 'outperform' a specific benchmark or stock market index, but instead seek to generate consistent positive returns regardless of the prevailing market conditions.

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About CHARITY ASSETS TRUST

CHARITY ASSETS TRUST is a registered charity in England and Wales (registration number 1146166). Based on official Charity Commission data, it holds a "Good Standing" rating with a CharityScore of 60/100 — a charity in good standing with solid but not exceptional governance indicators. This reflects adequate performance across most criteria, though some areas fall short of the strongest-rated charities. In its most recent reporting year (2025), CHARITY ASSETS TRUST reported a total income of £17,257,000 and total expenditure of £5,419,000, a spending ratio of 31% which is lower than typically expected for active charitable delivery. According to the Charity Commission register, CHARITY ASSETS TRUST describes its activities as follows: The Charity Asstes Trust is a common investment fund established under section 24 of The Charities Act 1993. It follows an 'absolute return' investment strategy. This means that the Manager will not endeavour to track or 'outperform' a specific benchmark or stock market index, but instead seek to generate consistent positive returns regardless of the prevailing market conditions. Our analysis found no significant governance concerns for CHARITY ASSETS TRUST. No regulatory actions, filing failures, or financial anomalies were detected in the available public data. This profile is based on data publicly available from the Charity Commission for England and Wales and is updated periodically as new filings are processed. CharityScore UK provides independent, data-driven transparency ratings to help donors give with confidence — we are not affiliated with this charity or any government body.

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Score Breakdown

Trustees & Governance5 / 25
Financial Health15 / 25
Filing History & Transparency20 / 30
Regulatory Standing10 / 10

Financial History

Latest spending ratio: 31.4% of income spent on charitable work

YearIncomeSpendingRatio
2025£17,257,000£5,419,00031%

Data sourced from the Charity Commission for England & Wales · Last scored 6/11/2026