If you are a charity and want to exchange shares or gilts (bonds* issued by the UK government), there are two M&G charity funds you can invest in.
An equity** fund registered as a charity itself, Charifund aims to provide a high and growing income while protecting your capital from the erosive effects of inflation. Any charity registered in the UK can invest in Charifund.
Charifund is an actively managed fixed-interest fund that invests in deposits, gilts and other sterling-denominated corporate bonds, while aiming to preserve capital values.
This fund is available to charities registered in the UK allowed to invest in common investment funds. It is suitable for the fixed-interest portion of a charities portfolio.
Alternatively, we can arrange for charities to reinvest the proceeds into one or more of our wider range of OEIC funds covering global equity, multi asset and fixed interest solutions. Please contact the M&G Charities team directly if you’d like to learn more about our wider fund range.
Prices may fluctuate and you may not get back your original investment.
* A loan, usually taken out by a government or company, which normally pays a fixed rate of interest over a given time period, at the end of which the loan is repaid.
** Shares of ownership in a company.