# Charity Fund Peer Group Universe launched by Teknometry & Charity Investors Group

- Link: https://fundraising.co.uk/2017/08/09/charity-fund-peer-group-universe-launched-teknometry-charity-investors-group/
- Published: 2017-08-09T09:26:28+01:00
- Author: Melanie May

**Teknometry has announced the launch of the Teknometry CIG Charity Fund Universe,
established together with the Charity Investors Group (CIG).**

The [Teknometry](http://www.teknometry.com/) CIG Charity Fund Universe has been 
created to provide a representative peer group for the analysis of UK charity investment
performance, initially in the multi-asset sector. Nine founding participant investment
management firms have provided five years of data on their balanced portfolios in
order to establish the universe. The five-year history focuses on total net return
data with Teknometry planning to expand the analysis in the future to include asset
allocation and yield data.

At the 30th June 2017 the [Teknometry CIG Charity Universe](http://www.teknometry.com/services/peer-group-universes/)
was comprised of 1,352 portfolios representing over £14.6bn of UK charity fund assets.

## Advertisement

 [⌊Posthub advert. You create the campaign. We'll handle the postal journey. Get started at post-hub.co.uk.⌉](https://fundraising.co.uk/ads/posthub-20261007-300x250/)

According to Teknometry, the average UK charity fund returns for periods ending 
30th June 2017 were as follows:

 * Last 3 Months: 1.35%
 * Last 6 Months: 4.88%
 * Last 9 Months: 7.84%
 * Last 12 Months: 14.79%

Mick Brant, Teknometry Managing Director said:

> “The Teknometry CIG Charity Fund Universe is now the most representative peer 
> group sample of balanced charity investment portfolios in the UK and will provide
> much-needed insight into the sector. Our aim is to expand the universe in terms
> of sample size and analysis over the coming months in order to provide further
> insight. We are grateful to the CIG and the founding participants for supporting
> this initiative, which has been a year in the making.”

Kate Rogers, Chair of the [Charity Investors Group](http://www.charityinvestorsgroup.org.uk/)
added:

> “I am delighted that Charity Investors Group members have come together to share
> their investment data. The resulting peer group will be a really useful comparator
> for charity investors, representing around 15% of all invested UK charitable assets.”

 * **[Financial concerns see charities rethinking investments, report shows](https://fundraising.co.uk/2017/10/30/financial-concerns-see-charities-rethinking-investments-report-shows/)**(
   30 October 2017)
 * **[Report shows millennials increasingly investing in impact funds but all ages need engaging](https://fundraising.co.uk/2018/07/26/report-shows-millennials-increasingly-investing-impact-funds-ages-need-engaging/)**(
   26 July 2018)
 * **[CAF launches investment research and simulation tool for charities](https://fundraising.co.uk/2018/12/11/caf-launches-investment-research-simulation-tool-charities/)**(
   11 December 2018)

![Loading](https://fundraising.co.uk/wp-content/plugins/page-views-count/ajax-loader-
2x.gif)