The Equities Investment Fund For Charities (Charifund)
Charifund
- Country
- England & Wales
- Charity number
- 249958
- Status
- Registered
- Registered
- Jan. 2, 1969
- Legal form
- Trust
- Area of benefit
- Not Defined
Address
- Address
- M&G SECURITIES LIMITED
10 Fenchurch Avenue
LONDON
EC3M 5AG
Contact
- Phone
- 02039772110
- [email protected]
- Website
mandg.co.uk/charities
Activities
The Fund has three aims:1) To provide an annual yield above that available from the FTSE All-Share Index,2) To provide an income stream that increases every year and3) To provide a level of capital growth, net of the on-going charge figure, that is higher than inflation over any ten-year period, as measure by the UK Retail Price index (RPI)
Objects: To Enable Charities To Obtain A Broad Spread Of Investment And Added Security For Their Funds With A Saving In Administrative Expenses And Otherwise To Assist The Advantageous And Economical Investment Of Funds Held For Charitable Purposes Only.
Classification
- How
- Provides Other Finance
- What
- Other Charitable Purposes
- Who
- Other Charities Or Voluntary Bodies
Areas of operation
- Country
- Northern Ireland, Scotland
- Region
- Throughout England And Wales
Finances
| Period end | Income | Expenditure | Assets |
|---|---|---|---|
| Oct. 31, 2024 | £48,010,000 | £51,697,000 | £736,525,000 |
| Oct. 31, 2023 | £49,141,000 | £53,611,000 | £752,942,000 |
| Oct. 31, 2022 | £52,465,000 | £53,584,000 | £813,295,000 |
| Oct. 31, 2021 | £48,369,000 | £53,022,000 | £925,314,000 |
| Oct. 31, 2020 | £43,770,000 | £51,061,000 | £775,483,000 |
Trustees
| Name | Appointed |
|---|---|
| Charities Investment Managers Limited | |
| M&G Securities Limited | July 21, 2014 |
| Natwest Trustee And Depositary Services | June 25, 2012 |