The information in this site is intended for authorised charities in the United Kingdom only. 

The website is operated by M&G Securities Limited on behalf of itself, Charities Investment Managers Limited and the Trustees of Charibond. M&G Securities Limited is the managing agent for Charities Investment Managers Limited and the fund manager of Charibond.

The information provided is directed at authorised charities in the United Kingdom and is not to be regarded as an offer to buy or sell, securities or investments. Charibond is available for investment by registered charities in the United Kingdom allowed to invest in common investment funds.

Please click the appropriate button to the right to confirm that you are an authorised charity and wish to continue.

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Audience

Why M&G?

Our combination of experienced fund managers, long-term investment focus and straightforward products makes us a firm favourite for charities searching for the best place to potentially grow their assets, and/or access the potential for competitive growing income streams.

Contact our Charities team

Email us: charities@mandg.co.uk

General enquiries: 0800 917 4472

Richard Macey
Director of Charities

Tel: 020 7548 3731

Go to our contacts page

Our People - Charibond

The quality of our team is key to our success. Charibond is managed by Jamie Hamilton.

Find out more about the team

Our People - Charifund

The quality of our team is key to our success. Charifund is managed by Richard Hughes.

Find out more about the team

A history of firsts

M&G is one of the longest-established and largest investment houses in the UK, with more than 80 years' experience of actively managing investments. Our history demonstrates an impressive array of investment firsts, including launches of:

Timeline

 

The value of investments will fluctuate, which will cause fund prices to fall as well as rise and you may not get back the original amount you invested.

Our funds

We offer two dedicated investment funds for charities:

The Equities Investment Fund for Charities (Charifund)

Launched in 1960, this fund has since enabled UK charities to participate in the income and capital growth of the UK equity market.

Charifund is a unique unit trust. The Trust is a charity and this ensures that charities investing in Charifund obtain the benefits of an investment in a unit trust, such as low charges and a wide spread of investments, whilst qualifying for the same tax treatment as other charitable funds. Charities registered in England, Scotland, Wales and Northern Ireland can invest in Charifund.

M&G Securities Limited is the manager of the Trust. M&G launched Britain’s first unit trust in 1931 and since then has led the way in most of the major developments in the investment of personal savings.

The Charibond Charities Fixed Interest Common Investment Fund (Charibond)

This fund provides for the fixed-interest portion of a charity's investment portfolio, investing in an actively managed mix of UK government gilts and sterling corporate bonds*.

* Bonds issued by a company. They can offer higher interest payments than bonds issued by governments as they are often considered more risky.

M&G Securities Limited (the Manager) is the Alternative Investment Fund Manager and a charity trustee of the fund while M&G Investment Management Limited is the investment adviser.

Other funds for charities

In addition, charities may choose to invest in our other M&G funds apart from Charibond and Charifund. Contact our team directly for more information.

Find out more about our complete fund range.

Need further information?