THE INVESTMENT MANAGERS' CHARITABLE TRUST
The advancement of education of the public in the knowledge and understanding of investmentmanagement, the role of investment managers and related aspects of personal finance.
Financial health, per its FY2025 accounts
The accounts state that the charity held unrestricted cash reserves of £147,470 at the end of the period, an increase from the prior year. The trustees report that the charity continued to build its funds to help its cause, with no stated policy target or material uncertainties regarding its financial position.
What the accounts disclose
Trustees
- ANDREW LEIGHTON CRAIG BELL
- Amos Dadzie
- Anthony Harvey Yadgaroff
- Erik Per Oscar Berggren
- Melissa Frances Rose Longley
- Roberta Sanminiatelli
- Tarandeep Singh Panesar
- Virginia Salter
Income and spending
| Financial year end | Income | Spending |
|---|---|---|
| 30/09/2025 | £28k | £4k |
| 30/09/2024 | £57k | £4k |
| 30/09/2023 | £7k | £3k |
| 30/09/2022 | £16k | £3k |
| 30/09/2021 | £45k | £3k |
Common questions
Is THE INVESTMENT MANAGERS' CHARITABLE TRUST financially healthy?
Per its FY2025 accounts: The accounts state that the charity held unrestricted cash reserves of £147,470 at the end of the period, an increase from the prior year. The trustees report that the charity continued to build its funds to help its cause, with no stated policy target or material uncertainties regarding its financial position.