The Teknometry CIG Charity Fund Universe was launched in 2017 by Teknometry, in conjunction with the Charity Investors’ Group (CIG), and now provides the most comprehensive peer group for the analysis of UK charity fund investment performance in the multi-asset sector.
The multi-asset universe includes statistics covering return, risk, asset allocation, growth analysis and yield, providing a unique insight into UK charity fund investment performance. The universe has a performance record from 1st January 2012 and as of the end of September 2020 comprises of 1,334 portfolios, representing £12.0bn of UK charity fund assets.
- Quarterly service with reports available around 3 weeks after the quarter end.
- Report is distributed FREE of charge to UK registered charities.
- Service is independent of any consulting group.
- The universe can be a useful comparator for charity funds.
The average UK charity fund returns for the period ending 30th September 2020 are shown in the table below.
|3 Months||6 Months||9 Months||12 Months|
The above information must not be used for comparison purposes where the fund being compared to the universe is not a constituent of the universe.
Participants of the Teknometry CIG Charity Fund Universe have access to the online portal, an on-demand web-based application built on Teknometry’s award-winning performance solution.
Easily upload portfolio returns
TekUniverse allows users to upload their anonymised portfolio returns after every quarter end within a 15 working day window, at a time to suit them.
Run validation checks to ensure portfolio inclusion before submission
TekUniverse allows users to run a set of scrutiny checks which will flag any outliers based on return, market value or sector allocation so that they can be corrected or removed from the universe statistics.
Once happy, the returns are signed off and submitted, ready to be included in the final universe calculation.
Utilise a wide range of query reports, with optional export using common formats
TekUniverse provides a range of standard query reports, which can all be customised by the user to provide a powerful reporting engine. Reports can be generated in any currency for any time period and exported to a number of external formats.
Use the Teknometry CIG Charity Fund Universe statistics in client reports
Participants are free to use any of the universe statistics in their own client reports. Statistics can be from the entire universe, from clients own subset universe or translated as an index and include:
- Returns (short term and long term).
- Yield, volatility and dispersion.
- Percentile and quartile analysis.
- Growth analysis (returns, AUM, membership).
- Asset allocation and size band analysis.
- Risk vs return.
As well as maintaining the Teknometry CIG Charity Fund Universe for participating managers and producing the quarterly reports, we also offer a Comparative Performance Analysis Service which builds a bespoke report based on a clients specific needs to compare funds against the universe.
Charity Asset Managers
If you would like any further information about participation in any of our current or upcoming universes or want to learn more about what is involved in becoming part of the universe then register your interest in joining.
Universe reports provide unique insight into the performance of UK charity funds & are distributed free to UK registered charities.
Register your charities interest and join the mailing list to receive the Teknometry CIG Charity Fund Universe report every quarter.
Get a sample report from our Universe Service and/or our Comparative Performance Analysis Service.
Charity Investors’ Group
The Charity Investors’ Group (CIG) is an independent group with a common interest in promoting a greater understanding of investment related issues. The group aims to be educational, informative and challenging, sharing expertise and experience. The Charity Investors’ Group welcomes new members and further information can be found at charityinvestorsgroup.org.uk.
For more information, or to request a demo, please call +44 (0) 113 347 1320 now or fill in the form on our Contact page.
TekUniverse. Charity Peer Group Universes – Anywhere. Anytime.