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m&g charibond charities fixed interest fund

The charity supports other charities or voluntary bodies. M&g Charibond Charities Fixed Interest Fund is a registered charity whose purpose is other charitable purposes. It delivers its work by providing other financial support. The charity is based in London and operates in England And Wales, Scotland, and Northern Ireland.


This page summarises publicly available information about the charity, including its activities, beneficiaries, and registration details, based on official records.

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Activities & Mission

Charibond provides a managed investment for the fixed interest portion of charities' investment portfolios. The Fund provides charities with an actively managed portfolio of gilt-edged and other fixed interest stocks and deposits designed to produce a high income while preserving capital value.

Fundraising

See where M&g Charibond Charities Fixed Interest Fund is active and find local fundraising opportunities.

Financial Information

Latest Income
£3,273,000
Latest Expenditure
£3,938,000

Financial Efficiency

Program Ratio 112.8%
% of income going directly to charitable activities
Overall Efficiency 93.8%
% of expenditure going to programs (vs overhead)
Administrative Ratio 6.2%
Overhead (fundraising + governance) as % of total expenditure

Latest Financial Breakdown

Income Sources

Donations & Legacies £0
Charitable Activities £0
Other Trading £0
Investments £3,273,000
Other Income £0

Expenditure Categories

Charitable Expenditure £3,692,000
Raising Funds £246,000
Governance £0
Grants to Institutions £0
Other Expenditure £0

Financial Trend

Annual Returns

Financial YearIncomeExpenditureCharitable SpendingNet AssetsReservesStaff
2024£3,273,000£3,938,000£3,692,000£77,946,000£277,0000 / 0
2023£2,275,000£3,579,000£3,310,000£86,970,000£447,0000 / 0
2022£1,351,000£2,312,000£2,004,000£91,108,000£1,609,0000 / 0
2021£1,145,000£2,574,000£2,229,000£108,702,000£1,927,0000 / 0
2020£1,262,000£1,910,000£0£108,986,000£1,570,0000 / 0

Staff column shows: Employees / Volunteers

Details

Address
M&G SECURITIES LIMITED
10 Fenchurch Avenue
LONDON
EC3M 5AG
Registration Date
8 July 2019
Status
Registered

Registry Information

Organisation Number
5129837
Charity Number
1184315

Trustees

NATWEST TRUSTEE AND DEPOSITARY SERVICES LIMITED
M&G Securities Limited