The Equities Investment Fund for Charities (Charifund)

Registered charity 249958 Registered since 1969

Operates: Throughout England And Wales, Scotland, Northern Ireland

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Income v spending, filed accountsiIncome v spendingTotal gross income and expenditure from filed annual returns, Charity Commission, last 5 years.

2020

2021

2022

2023

2024

incomespending£48.0m latest income · spending exceeded income in 2023 and 2024

ReservesiReserves12 x free reserves / annual expenditure, from the Part B annual return. The sector median is computed across all Part B filers in the same income band.

1.5 months of spending held in free reserves · median for charities its size: 3.5 months

EmployeesiEmployeesHeadcount as filed in Part B annual returns, per financial year. Shown exactly as filed; year-on-year figures may be filed on different bases, so a comparison is only shown when the filings are plausibly comparable.

Related organisations iRelated organisationsTwo groups, both deterministic from public records. Related organisations share two or more trustees with this board - a real structural link, such as a subsidiary or sister charity. Connected through a shared trustee share exactly one person - a genuine connection, but not the same group. A board with no shared trustee at all may still appear here when it is active in the same charitable field.

Also active in the same field

Bridge House Estates Similar size; both Other purposes
Paul Hamlyn Foundation Similar size; both Other purposes
Nesta Similar size; both Other purposes
The Alan Turing Institute Similar size; both Other purposes
Breakthrough Foundation Similar size; both Other purposes
Ahmadiyya Muslim Association United Kingdom Similar size; both Other purposes

Deterministic, from public records.

Contact

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

Finances

£46,435,000 latest income

Year	Income	Spending
2021	£48,369,000	£53,022,000
2022	£52,465,000	£53,584,000
2023	£49,141,000	£53,611,000
2024	£48,010,000	£51,697,000
2025	£46,435,000	£50,327,000

What it does

What

Other Charitable Purposes

Who

Other Charities Or Voluntary Bodies

How

Provides Other Finance

Charitable 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.

Governing document: TRUST DEED DATED 18/12/2006AS AMENDED ON 27/1/2010,28/10/11,23/5/12 AND 24/01/2014AS AMENDED BY RESOLUTION DATED 21/07/2014

Trustees (3)

Charities Investment Managers Limited
M&G Securities Limited since 2014
Natwest Trustee and Depositary Services since 2012

Connected charities (0)

No charities share a trustee (from current data).

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