THE INVESTMENT MANAGERS' CHARITABLE TRUST

Registered charity 1185382 · accounts filings on the Charity Commission register

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.

Causes: General Charitable Purposes · Education/training · Other Charitable Purposes · website · Get email alerts

Latest income
£28k
Latest spending
£4k
Registered
2019
Accounts read
FY2025

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.

Automated summary of the FY2025 accounts; the evidenced findings below carry the verbatim passages.

What the accounts disclose

Discloses 3 of 6 completeness components.

Trustees · trustee networks

Trustee list from the Charity Commission register (current, not historical).

Operates in: Northern Ireland · Scotland · Throughout England And Wales

Income and spending

Financial year endIncomeSpending
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.