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
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2022-25 Strategy
Our vision for shaping the future of social investment.
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2018 - 23 Strategy
Our approach to scaling impact over five years
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2015 - 18 Strategy
The foundations of our work helping charities and social enterprises become financially sustainable and reach more people
Operational plan
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Our latest operational plan (2025)
Annual reports
Our signed financial accounts and annual reports:
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2023 annual report and accounts
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2022 annual report and accounts
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2021 annual report and accounts
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2020 annual report and accounts
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2019 annual report and accounts
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2018 annual report and accounts
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2017 annual report and accounts
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2016 annual report and accounts
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2015 annual report and accounts