the equities investment fund for charities (charifund)
Activities & Mission
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)
Fundraising
See where The Equities Investment Fund For Charities (charifund) is active and find local fundraising opportunities.
Region
Country
Financial Information
Latest Income
£48,010,000
Latest Expenditure
£51,697,000
Financial Efficiency
Program Ratio 99.8%
% of income going directly to charitable activities
Overall Efficiency 92.7%
% of expenditure going to programs (vs overhead)
Administrative Ratio 7.3%
Overhead (fundraising + governance) as % of total expenditure
Latest Financial Breakdown
Income Sources
Donations & Legacies £0
Charitable Activities £0
Other Trading £0
Investments £48,010,000
Other Income £0
Expenditure Categories
Charitable Expenditure £47,923,000
Raising Funds £3,774,000
Governance £0
Grants to Institutions £0
Other Expenditure £0
Financial Trend
Annual Returns
| Financial Year | Income | Expenditure | Charitable Spending | Net Assets | Reserves | Staff |
|---|---|---|---|---|---|---|
| 2024 | £48,010,000 | £51,697,000 | £47,923,000 | £736,525,000 | £6,309,000 | 0 / 0 |
| 2023 | £49,141,000 | £53,611,000 | £49,209,000 | £752,942,000 | £6,873,000 | 0 / 0 |
| 2022 | £52,465,000 | £53,584,000 | £48,943,000 | £813,295,000 | £7,925,000 | 0 / 0 |
| 2021 | £48,369,000 | £53,022,000 | £47,970,000 | £925,314,000 | £5,279,000 | 0 / 0 |
| 2020 | £43,770,000 | £51,061,000 | £0 | £775,483,000 | £5,910,000 | 0 / 0 |
Staff column shows: Employees / Volunteers
Details
Address
M&G SECURITIES LIMITED
10 Fenchurch Avenue
LONDON
EC3M 5AG
10 Fenchurch Avenue
LONDON
EC3M 5AG
Email
info@mandg.co.ukWebsite
www.mandg.co.uk/charitiesRegistration Date
2 January 1969
Status
Registered
Registry Information
Organisation Number
249958
Charity Number
249958
Trustees
CHARITIES INVESTMENT MANAGERS LIMITED
NATWEST TRUSTEE AND DEPOSITARY SERVICES
M&G Securities Limited
Also Known As
- CHARIFUND