THE EQUITIES INVESTMENT FUND FOR CHARITIES (CHARIFUND)

Registration #249958 · Registered

https://www.mandg.co.uk/charities

info@mandg.co.uk

M&G SECURITIES LIMITED 10 Fenchurch Avenue EC3M 5AG

83
out of 100
Verified

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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Score Breakdown

Trustees & Governance20 / 25
Financial Health23 / 25
Filing History & Transparency20 / 30
Regulatory Standing10 / 10

Financial History

Latest spending ratio: 107.7% of income spent on charitable work

YearIncomeSpendingRatio
2024£48,010,000£51,697,000108%

Data sourced from the Charity Commission for England & Wales · Last scored 6/11/2026