The Equities Investment Fund for Charities (Charifund)

Analysis

The Equities Investment Fund for Charities (Charifund) is a registered charity in England and Wales, based in London. It was registered in January 1969, 57 years ago. Its declared purposes cover other charitable purposes, which this site groups under other charitable purposes. Legally it is a charitable trust. It says it provides other finance.

In the financial year ending October 2025, The Equities Investment Fund for Charities (Charifund) reported income of £46.4m and spending of £50.3m, spending 108% of what it took in. Across the 5 years on record, from October 2021 to October 2025, income fell from £48.4m to £46.4m (-4.0%), an average of -1.0% a year. Over the whole period it spent 107% of the income it received.

Among 1,463 England and Wales charities whose main cause is other charitable purposes and that reported income, The Equities Investment Fund for Charities (Charifund) sits at the 100th percentile: it is one of the largest 1% in its cause. Against every charity in England and Wales with reported income it ranks in the 100th percentile. Charities of a similar size with the same main cause include Breakthrough Foundation (£40.0m), The Charities Property Fund (£57.2m) and Via Community Ltd (£36.7m).

In its latest detailed accounts, income came from investments 100%. Charitable activities took 93% of spending and raising funds 7.3%. Reserves of £5.4m would cover about 1 months of spending at that rate.

Data notes from the register: Spending has exceeded income in each of the last three reported years, so the charity has been drawing on reserves or other funds.