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Charity investments guidance

Published: 16/04/2025
Updated: 16/04/2025

This guidance sets out some of the key points to consider if your charity has investments or is thinking about investing and how your duties as charity trustees apply.

Please click on the sections below to find out more:

1. Introduction

2. What is an investment?

3. Why have investments?

4. What can and should charity trustees do in relation to investments?

5. What else should you think about before investing?

6. Discussing your charity's investment policy

7. Implementing your investment policy

8. Providing information to the public

9. Glossary

10. Top 10 key points

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