Jurisdiction(s):
United Kingdom

Related legal acts

Key definition

Investment definition

What does Investment mean? In practice, investment describes an asset or bundle of rights committed in a host state with the aim of generating a return. In investor-state work, the operative definition is treaty-specific: most bilateral investment treaties (BITs) and the Energy Charter Treaty use broad, asset-based lists covering, where applicable, tangible and intangible property located in the territory, shareholdings and other equity interests, contractual rights (including concessions), intellectual property, and loans or claims to money, subject to stated carve-outs. The ICSID Convention does not define investment; tribunals assess jurisdiction by the treaty text and case law, commonly considering a contribution of resources,...

Pooling Investments for Charities: Common Investment and Deposit Funds—Charity Commission Schemes, FSMA 2000/AIFMD and FCA Oversight (England, Wales, Scotland and Northern Ireland)

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Practice notes

Before now, charities were expected to hold exclusive control over their portfolios. The Trustee Act 2000 (TrA 2000) opened the door for them to collaborate with fellow charities, private individuals and non-charitable organisations to pool resources for Investment. By pooling, a charity can broaden its holdings and, in turn, lessen risk in a comparatively cost-effective way. Pooling can simply form part of a charity’s wider investment plan. The Charities Act 2011 (CA 2011) strengthened this approach by allowing the Charity Commission to set up common investment Funds (CIFs) and common deposit funds (CDFs)...

Common Investment Fund

All charities in England, Scotland, Northern Ireland and Wales may invest in a CIF unless their governing document says otherwise. CIFs are a type of collective investment scheme in which contributors pool cash and the scheme operator then invests across a broad range of assets in line with the scheme policy. The pooled fund and its Investments are owned jointly by contributors, with each contributor’s share of the whole decided by the number of...

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Web page updated on 21/05/2026

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