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Welcome to the Charities Property Fund

Property Portfolio

We have a number of opportunities to increase value within the portfolio...

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Launched in 2000 the Charities Property Fund was the first Common Investment Fund available to all charities in England and Wales that invests directly in UK commercial property. Many charities do not have sufficient funds to create a portfolio large enough to spread the risk of owning individual properties.

With a portfolio of more than 38 properties, The Charities Property Fund has been specifically designed to meet the needs of charities, allowing them access to professional property investment and management while avoiding the time and expense of property administration.

Where a fund invests in property, sometimes the properties are not easy to sell, and we may need to delay up to twelve months the cashing in or switching of units. (As at 31 December 2007 the Charities Property Fund has deferred all redemptions for up to twelve months). The value of property depends on the individual views of the valuers.

Please note that the value of investments and the income derived from them may fluctuate and investors may not receive back the amount originally invested. Past performance is not a guide to the future. Current tax levels and reliefs may change and the investments and investment services referred to may not be suitable for all investors.

This information is correct as at 31 December 2007.