THE EQUITIES INVESTMENT FUND FOR CHARITIES (CHARIFUND)
Activities
As described by the charity on the register
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)
Latest income
£46.4m
Expenditure
£50.3m
Financial year end
2025-10-31
Income & spending history
As reported to the Charity Commission, by financial year end
| Year end | Income | Expenditure | |
|---|---|---|---|
| 2021-10-31 | £48.4m | £53.0m | |
| 2022-10-31 | £52.5m | £53.6m | |
| 2023-10-31 | £49.1m | £53.6m | |
| 2024-10-31 | £48.0m | £51.7m | |
| 2025-10-31 | £46.4m | £50.3m |
Latest detailed return
Year end 2025-10-31
Income mix
| Donations & legacies | £0 |
| Charitable activities | £0 |
| Trading | £0 |
| Investment income | £46.4m |
| Total income | £46.4m |
Spending
| Charitable spend | £46.7m |
| Raising funds | £3.7m |
| Grants to institutions | £0 |
| Governance | £0 |
| Total expenditure | £50.3m |
Balance sheet
| Reserves | £5.4m |
| Total funds | £794m |
| — restricted | £0 |
| — unrestricted | £794m |
| — endowment | £0 |
| Total assets | £794m |
| Cash | £4.5m |
People
| Employees | 0 |
Classification
The charity's own register classification
What it does
- Other Charitable Purposes
Who it helps
- Other Charities Or Voluntary Bodies
How it works
- Provides Other Finance
Source: Charity Commission for England and Wales register, 2026-09-05. Detailed figures as filed in the charity's annual return. Contains public sector information licensed under the Open Government Licence v3.0.