THE EQUITIES INVESTMENT FUND FOR CHARITIES (CHARIFUND) logo

THE EQUITIES INVESTMENT FUND FOR CHARITIES (CHARIFUND)

#249958
TrustMajorRegistered
https://www.mandg.co.uk/charities

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)

Registered address

M&G SECURITIES LIMITED, 10 Fenchurch Avenue, LONDON, EC3M 5AG

Latest HighlightsFY 2024

Income

All sources

£48,010,000
Expenditure

All activities

£51,697,000
Net Reserves

Unrestricted funds

£6,309,000
Total Assets

Gross assets

£750,887,000
Working Capital

Liquidity

£-7,256,000

Benchmark Performance

Comparing against 1,903 similar major charities

Compare vs:
Reserve Runway
1.5 months
Median: 3.6 monthsAround typical
Income Growth (1yr)
-2.3%
Median: 8.2%Below typical
Spending Efficiency
92.7%
Median: 97.2%Around typical
Income Concentration
100.0%
Median: 87.1%Below typical
Fundraising ROI
12.7x
Median: 27.3xAround typical
Income Volatility
8.2%
Median: 13.4%Around typical
Self-Generated Income
100.0%
Median: 92.1%Top quartile
3-Year Income CAGR
-0.2%
Median: 8.7%Below typical

Efficiency & Health

Charitable Spending
92.7%
Fundraising Eff.

% income retained

12.7%
Governance Cost

% of expenditure

0%
Grant Making

% given away

0%
Debt Ratio

% of assets

1.9%
Survival Ratio

Months of reserves

1.5 months

Income Profile

Donations & Legacies

% of income

0%
Government Reliance

% of income

0%
Largest Source

Primary income

Investments
Diversification

HHI: 10000

Highly Concentrated

Trends

Income Growth (1yr)

Year over Year

-2.3%
Income CAGR (3yr)

Compound growth

-0.2%
Volatility

Stable

8.2%
Reserves Trend

Direction

Stable

Governance

Employees

Staff count

0
Volunteers

Volunteer count

0
Volunteer Ratio

Per staff member

N/A
Revenue/Employee

Per head

N/A
Trustee Benefits

Payments to trustees

Yes
High Earners

Earning over £60k

N/A

Source: Charity Commission annual returns. Figures may differ from published accounts. Always verify with official charity filings for due diligence.

Charts

Income vs Expenditure
Income Sources
Assets vs Liabilities

5 Year Trend

Workforce Scale

Employees & Volunteers

Frequently Asked Questions

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