# THE EQUITIES INVESTMENT FUND FOR CHARITIES (CHARIFUND)

## Details

- **Country:** England & Wales
- **Charity number:** 249958
- **Other names:** CHARIFUND
- **Status:** Registered
- **Legal form:** Trust
- **Registered:** Jan. 2, 1969
- **Register:** https://register-of-charities.charitycommission.gov.uk/en/charity-search/?p_p_id=uk_gov_ccew_onereg_charitydetails_web_portlet_CharityDetailsPortlet&p_p_lifecycle=0&p_p_state=maximized&p_p_mode=view&_uk_gov_ccew_onereg_charitydetails_web_portlet_CharityDetailsPortlet_regId=249958


## Contact

- **Address:** M&G SECURITIES LIMITED, 10 Fenchurch Avenue, LONDON
- **Postcode:** EC3M 5AG
- **Phone:** 02039772110
- **Email:** info@mandg.co.uk
- **Website:** https://www.mandg.co.uk/charities



## Activities

**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)




## Classification

- **How:** Provides Other Finance
- **What:** Other Charitable Purposes
- **Who:** Other Charities Or Voluntary Bodies



## Areas of operation

- Northern Ireland
- Scotland
- Throughout England And Wales



## Finances

| Period end | Income | Expenditure | Assets | Employees |
|---|---|---|---|---|
| Oct. 31, 2024 | £48010000 | £51697000 | £736525000 | 0 |
| Oct. 31, 2023 | £49141000 | £53611000 | £752942000 | 0 |
| Oct. 31, 2022 | £52465000 | £53584000 | £813295000 | 0 |
| Oct. 31, 2021 | £48369000 | £53022000 | £925314000 | 0 |
| Oct. 31, 2020 | £43770000 | £51061000 | £775483000 | 0 |



## Trustees

- CHARITIES INVESTMENT MANAGERS LIMITED
- M&G Securities Limited — appointed July 21, 2014
- NATWEST TRUSTEE AND DEPOSITARY SERVICES — appointed June 25, 2012