I work for a charity that wants to invest some of its cash into index funds, but I can't find anyone to help make that happen. Where do I start?

15 November 2021

Question by tony

I work for a charity that wants to invest some of its cash into index funds, but I can't find anyone to help make that happen. Where do I start?


Answered by Boring Money

Hi Tony,

Charities are allowed to invest, however there are very strict rules and guides as to how this should be done.

I would recommend you start with this guide from the Charities Commission - https://www.gov.uk/government/publications/charities-and-investment-matters-a-guide-for-trustees-cc14/charities-and-investment-matters-a-guide-for-trustees.

I hope that helps!

Josh

Answered by

Boring Money