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.

Audience

Literature

  • M&G Charifund - Sterling A Inc - Factsheet (UK) PDF
  • Charifund Letter - Annual PDF
  • Charities Application Form PDF
  • Charities Operational Information PDF
  • Direct Debit instruction - Charifund PDF
  • Charifund - Annual Long Report PDF
  • Charifund - Interim Long Report PDF
  • Charifund - Interim Short Report PDF
  • Charifund / Charibond pack (for order only) PDF
  • M&G Additional Contributions Form PDF
  • M&G Important Information for Investors in M&G Charity Funds PDF
  • M&G Charities Omnibus Prospectus PDF
  • Charifund - GBP Inc - Costs and charges illustration PDF
  • Charifund - GBP Inc - Key Information Document PDF

Fund team

Fund manager tenure from 01/11/2016
Michael Stiasny has been Charifund’s investment manager since November 2016, when he succeeded industry veteran Richard Hughes. Michael is also manager of the M&G Dividend Fund and the M&G UK Income Distribution Fund. His other responsibilities include deputy manager of the M&G Recovery Fund. Michael joined M&G in 1998 as an equity analyst, becoming head of the equity research team in 2004 and was appointed deputy on the M&G Recovery Fund in 2011. He graduated with a 1st in PPE from Oxford University in 1997 and qualified as a CFA charterholder in 2001.
Elina Symon was appointed deputy fund manager of the M&G Recovery Fund in July 2019, after becoming deputy fund manager of the M&G UK Income Distribution Fund in March 2019. She is also the deputy fund manager for Charifund, M&G’s flagship charity fund. Elina joined M&G in 2011 as a graduate and subsequently worked as an equity analyst covering the telecommunications and utilities sectors. Since October 2014, she has been a dedicated analyst with the Recovery team. Prior to joining M&G, Elina worked at Bank of New York Mellon in its Treasury department. She graduated with a degree in international business, finance and economics from Manchester Business School in 2010. Elina is a CFA charterholder.
George Rolls joined M&G in 2017 from Close Brothers Asset Management where he had worked as a senior performance and risk analyst for three years. At M&G, George was a fund managers’ assistant covering global equity strategies for two years before moving to the UK Equities team as an investment specialist. He graduated from the University of Manchester with a BA in Politics and Philosophy, and is a Level III candidate in the CFA program.

How to Invest

By telephone

Charities Helpline and Dealing
 

0800 917 4472

(09:00 - 17:00 weekdays)

Richard Macey
Director of Charities

020 3977 3623

(09:00 – 17:00 weekdays)

George Barbett
Charities Relationship Executive

020 3977 1649

(09:00 – 17:00 weekdays)

Telephone dealing instructions to buy and/or sell units in Charifund, or to sell shares in Charibond (purchases for Charibond must be made by postal application).

All 0800 calls are free within the UK. For security purposes and to improve the quality of our service, we may record and randomly monitor telephone calls. Existing customers will need their M&G client reference. If you don’t provide this it will affect your ability to transact with us.

By email

When contacting us by email, we suggest that you don’t include any sensitive information to protect your security. Where you’ve requested a reply, we aim to respond to all emails within three business days.

Email us

By post

M&G Charity Department
PO Box 9038
Chelmsford
CM99 2XF

Need further information?