The Equities Investment Fund For Charities (charifund)
Also known as: Charifund
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)
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)
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Where this charity is registered to operate, as self-declared to the Charity Commission. These are regulatory classifications, not a list of active programmes, and don't necessarily indicate fundraising activity in each location.
Country
Region
Financial Information
Financial Efficiency
Latest Financial Breakdown
Income Sources
Expenditure Categories
Financial Trend
Annual Returns
As filed with the Charity Commission for England and Wales. Most recent filing covers the financial year ending 2025.
| Financial Year | Income | Expenditure | Charitable Spending | Net Assets | Reserves | Staff |
|---|---|---|---|---|---|---|
| 2025 | £46,435,000 | £50,327,000 | £46,655,000 | £794,347,000 | £5,437,000 | 0 / 0 |
| 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 |
Staff column shows: Employees / Volunteers
Frequently asked questions about The Equities Investment Fund For Charities (charifund)
What does The Equities Investment Fund For Charities (charifund) do?
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)
How much income did The Equities Investment Fund For Charities (charifund) report in 2025?
The Equities Investment Fund For Charities (charifund) reported total income of £46.44m and reported expenditure of £50.33m for the financial year ending 2025, based on the most recent annual return filed with the Charity Commission.
When was The Equities Investment Fund For Charities (charifund) registered as a charity?
The Equities Investment Fund For Charities (charifund) was registered with the Charity Commission for England and Wales on 2 January 1969 as charity number 249958. It has been registered for 57 years.
Who runs The Equities Investment Fund For Charities (charifund)?
The Equities Investment Fund For Charities (charifund) is governed by a board of 3 trustees. Trustees are legally responsible for the charity's governance and are listed in full on its profile.
Where does The Equities Investment Fund For Charities (charifund) operate?
The Equities Investment Fund For Charities (charifund) operates across 3 areas: Northern Ireland, Scotland and England And Wales.
Is The Equities Investment Fund For Charities (charifund) a registered charity?
Yes — The Equities Investment Fund For Charities (charifund) is a registered charity in England and Wales, charity number 249958.
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Registry Information
Trustees
Also Known As
- Charifund
Data & trust
- Register data refreshed
- 26 October 2026
- Methodology
- How metrics are calculated