Our strategy, plans and annual reports
Here, you’ll find our latest strategy, annual reports, and key documents detailing our progress and impact.
Our strategy
-
2025 - 2028 Strategy
Evolving together: Making social investment work better for charities and social enterprises
-
2022-25 Strategy
Our vision for shaping the future of social investment.
-
2018 - 23 Strategy
Our approach to scaling impact over five years
-
2015 - 18 Strategy
The foundations of our work helping charities and social enterprises become financially sustainable and reach more people
Operational plan
-
Our latest operational plan (2025)
Annual reports
Our signed financial accounts and annual reports:
-
2023 annual report and accounts
-
2022 annual report and accounts
-
2021 annual report and accounts
-
2020 annual report and accounts
-
2019 annual report and accounts
-
2018 annual report and accounts
-
2017 annual report and accounts
-
2016 annual report and accounts
-
2015 annual report and accounts