Financial investment CV101¶
Financial investment is a tag in the UK-CAT classification of charities in the UK. It is part of the Charity and VCS support category.
51 charities have been tagged with this tag. This represents 0.03% of all charities.
Keywords to find charities¶
UK-CAT categories are applied to charities based on a set of keywords, in the form of a regular expression.
The regular expression used to find charities in this tag is:
\b(coif|charities official investment fund|common investment fund)\b
Distribution by size of charity¶
| Income band | Charities with tag | Percent of all charities |
|---|---|---|
| Under £10k | 17 | 0.02% |
| £10k - £100k | 4 | 0.01% |
| £100k - £250k | 2 | 0.01% |
| £250k - £500k | 3 | 0.03% |
| £500k - £1m | 3 | 0.05% |
| £1m - £10m | 14 | 0.18% |
| Over £10m | 7 | 0.38% |
| Total | 50 | 0.03% |
Distribution by charity regulator¶
| Regulator | Charities with tag | Percent of all charities |
|---|---|---|
| ccew | 48 | 0.03% |
| ccni | nan | nan% |
| oscr | 3 | 0.01% |
| Total | 51 | 0.03% |
Ten largest charities (by income)¶
| Name | Latest income |
|---|---|
| COIF CHARITIES INVESTMENT FUND [Charity number: 218873] INVESTMENT FUND |
£60,607,000 |
| COIF CHARITIES PROPERTY FUND [Charity number: 1093084] Investment Management of Charity Funds |
£37,824,000 |
| COIF CHARITIES ETHICAL INVESTMENT FUND [Charity number: 1132054] AN ETHICAL INVESTMENT FUND SPECIFICALLY DESIGNED FOR CHARITIES REQUIRING INVESTMENTS IN COMPANIES WILLING TO ENGAGE IN ETHICAL AND SOCIAL RESPONSIBLE PRACTICES. THE FUND IS MANAGED BY CCLA INVESTMENT MANAGEMENT LIMITED. |
£29,626,000 |
| CHARITRAK COMMON INVESTMENT FUND [Charity number: 1077125] THE OBJECT OF THE FUND SHALL BE THE PROVISION OF A COMMON INVESTMENT FUND FOR THE INVESTMENT OF SUMS OF MONEY AND OTHER PROPERTY FROM TIME TO TIME TRANSFERRED TO THE FUND BY OR ON BEHALF OF A PARTICIPATING CHARITY; PROVIDED THAT THE PARTICIPATING CHARITIES SHALL BE ENTITLED, SUBJECT TO THE PROVISIONS OF THIS SCHEME, TO THE CAPITAL AND INCOME OF THE FUND IN SHARES DETERMINED BY REFERENCE TO THE AMOUNT OR VALUE OF THE MONEYS OR PROPERTY TRANSFERRED TO THE FUND BY OR ON BEHALF OF EACH PARTICIPATING CHARITY AND TO THE VALUE OF THE FUND AT THE TIME OF THE TRANSFERS. |
£14,600,000 |
| CHARITIES AID FOUNDATION UK EQUITRACK FUND [Charity number: 1108291] Common Investment Fund |
£13,492,679 |
| ARMED FORCES COMMON INVESTMENT FUND [Charity number: 1093529] THE PROVISION OF A COMMON INVESTMENT FUND FOR THE INVESTMENT OF SUMS OF MONEY AND OTHER PROPERTY FROM TIME TO TIME TRANSFERRED TO THE FUND BY OR ON BEHALF OF A PARTICIPATING CHARITY; PROVIDED THAT THE PARTICIPATING CHARITIES SHALL BE ENTITLED, SUBJECT TO THE PROVISIONS OF THIS SCHEME, TO THE CAPITAL AND INCOME OF THE FUND IN SHARES DETERMINED BY REFERENCE TO THE AMOUNT OR VALUE OF THE MONEYS OR PROPERTY TRANSFERRED TO THE FUND BY OR ON BEHALF OF EACH PARTICIPATING CHARITY AND TO THE VALUE OF THE FUND AT THE TIME OF THE TRANSFERS. |
£13,241,000 |
| CHARISHARE COMMON INVESTMENT FUND [Charity number: 295634] THE OBJECT OF THE FUND SHALL BE THE PROVISION OF A COMMON INVESTMENT FUND FOR THE INVESTMENT OF SUMS OF MONEY AND OTHER PROPERTY FROM TIME TO TIME TRANSFERRED TO THE FUND BY OR ON BEHALF OF A PARTICIPATING CHARITY; PROVIDED THAT THE PARTICIPATING CHARITIES SHALL BE ENTITLED, SUBJECT TO THE PROVISIONS OF THIS SCHEME, TO THE CAPITAL AND INCOME OF THE FUND IN SHARES DETERMINED BY REFERENCE TO THE AMOUNT OR VALUE OF THE MONEYS OR PROPERTY TRANSFERRED TO THE FUND BY OR ON BEHALF OF EACH PARTICIPATING CHARITY AND TO THE VALUE OF THE FUND AT THE TIME OF THE TRANSFERS. |
£12,670,000 |
| Charity Select UK Equity Fund [Charity number: SC037812] The object of the Fund shall be the provision of a common investment fund for the investment of sums of money and other property from time to time transferred to the Fund by or on behalf of a Participating Charity: Provided that the Participating Charities shall be entitled, subject to the provisions of this Scheme, to the capital and income of the Fund in shares determined by reference to the amount or value or the moneys or property transferred to the Fund by or on behalf of each Participating Charity and to the value of the Fund at the time of the transfers. |
£9,107,000 |
| BARINGS TARGETED RETURN FUND [Charity number: 1184795] 7.1 SUBJECT TO CLAUSE 7.2, THE TRUST'S CHARITABLE OBJECTIVE WILL BE TO FURTHER THE CHARITABLE PURPOSES OF THE CHARITIES THAT DIRECTLY OR INDIRECTLY HOLD UNITS IN THE TRUST FROM TIME TO TIME.7.2 IF AT ANY TIME THERE ARE NO UNITHOLDERS IN THE TRUST, THE AUTHORISED FUND MANAGER AND DEPOSITARY WILL DETERMINE THE TRUST'S CHARITABLE PURPOSES.7.3 NO CHANGE MAY BE MADE TO THIS DEED WHICH WOULD:7.3.1 CAUSE THE TRUST TO CEASE TO BE A CHARITY; OR7.3.2 AUTHORISE UNITS TO BE ISSUED OR TRANSFERRED TO, OR HELD BY, ANY PERSON OTHER THAN AN ELIGIBLE INVESTOR, WHETHER DIRECTLY OR THROUGH A NOMINEE. 7.4 NO REVOCATION, VARIATION OR AMENDMENT OF THIS DEED WHICH WOULD, OR MIGHT, BE INCONSISTENT WITH THE TRUSTÆS STATUS AS A COMMON INVESTMENT FUND (ESTABLISHED PURSUANT TO SECTIONS 96 TO 99 OF THE CHARITIES ACT) WILL BE VALID WITHOUT THE PRIOR WRITTEN APPROVAL OF THE COURT OR OF THE COMMISSION. |
£6,038,000 |
| THE CHARITY EQUITY FUND [Charity number: 1038563] CHARITY COMMON INVESTMENT FUND. AIMS TO PROVIDE PARTICIPATING CHARITIES WITH A TOTAL RETURN (INCOME AND CAPITAL GROWTH) IN EXCESS OF THE FTSE ALL SHARE INDEX OVER FIVE YEAR ROLLING PERIODS. |
£5,885,000 |
Ten random charities¶
| Name | Latest income |
|---|---|
| SPANISH AND PORTUGUESE JEWS' SYNAGOGUE COMMON INVESTMENT FUND [Charity number: 1104449] To invest as a common fund for the benefit of the charities associated with the Spanish & Portuguese Jews' Congregation |
£310,129 |
| PLOWES (OR PLEWS') CHARITY [Charity number: 221753] Distribution of interest earned on COIF to recipients |
£517 |
| SOUTHAM UNITED CHARITY [Charity number: 1022879] Funds are invested through Coif in a balanced portfolio which seeks to maintain values whilst providing a reasonable income for distribution.We also receive rents from land owned by the charities and these are managed by professional land agents |
£30,195 |
| CHARITY VALUE AND INCOME FUND [Charity number: 1119289] THIS IS A COMMON INVESTMENT FUND. |
£501,810 |
| THE COMMON FUND FOR GROWTH [Charity number: 1038267] A Common Investment Fund for which the objectives of the Fund are to:- Achieve growth in capital and income in real terms over the longer term.- Provide a total return ahead of the total return of the FTSE All-Share Index. |
£477,673 |
| HABERDASHERS' CHARITIES INVESTMENT POOL [Charity number: 1097691] A common investment fund managing pooled investments for various charities of which the Haberdashers' Company is trustee |
£1,257,000 |
| CHARISHARE RESTRICTED COMMON INVESTMENT [Charity number: 1062581] THE PROVISION OF A COMMON INVESTMENT FUND FOR THE INVESTMENT OF SUMS OF MONEY AND OTHER PROPERTY (EXCLUDING INVESTMENT IN TOBACCO AND RELATED COMPANIES) FROM TIME TO TIME TRANSFERRED TO THE FUND BY OR ON BEHALF OF A PARTICIPATING CHARITY. PROVIDED THAT THE PARTICIPATING CHARITIES SHALL BE ENTITLED, SUBJECT TO THE PROVISION OF THIS SCHEME, TO THE CAPITAL AND INCOME OF THE FUND IN SHARES DETERMINED BY REFERENCE TO THE AMOUNT OR VALUE OF THE MONEYS OR PROPERTY TRANSFERRED TO THE FUND BY OR ON BEHALF OF EACH PARTICIPATING CHARITY AND TO THE VALUE OF THE FUND AT THE TIME OF THE TRANSFERS. |
£2,108,000 |
| CHARITY OF WILLIAM AYLETT (ESTATE TRUSTEES) [Charity number: 215855] Collect rent from 14 acres of grass land and distribute this plus a little income from COIF investments to 10 local parishes for a need within the parishes. |
£828 |
| BARINGS TARGETED RETURN FUND [Charity number: 1184795] 7.1 SUBJECT TO CLAUSE 7.2, THE TRUST'S CHARITABLE OBJECTIVE WILL BE TO FURTHER THE CHARITABLE PURPOSES OF THE CHARITIES THAT DIRECTLY OR INDIRECTLY HOLD UNITS IN THE TRUST FROM TIME TO TIME.7.2 IF AT ANY TIME THERE ARE NO UNITHOLDERS IN THE TRUST, THE AUTHORISED FUND MANAGER AND DEPOSITARY WILL DETERMINE THE TRUST'S CHARITABLE PURPOSES.7.3 NO CHANGE MAY BE MADE TO THIS DEED WHICH WOULD:7.3.1 CAUSE THE TRUST TO CEASE TO BE A CHARITY; OR7.3.2 AUTHORISE UNITS TO BE ISSUED OR TRANSFERRED TO, OR HELD BY, ANY PERSON OTHER THAN AN ELIGIBLE INVESTOR, WHETHER DIRECTLY OR THROUGH A NOMINEE. 7.4 NO REVOCATION, VARIATION OR AMENDMENT OF THIS DEED WHICH WOULD, OR MIGHT, BE INCONSISTENT WITH THE TRUSTÆS STATUS AS A COMMON INVESTMENT FUND (ESTABLISHED PURSUANT TO SECTIONS 96 TO 99 OF THE CHARITIES ACT) WILL BE VALID WITHOUT THE PRIOR WRITTEN APPROVAL OF THE COURT OR OF THE COMMISSION. |
£6,038,000 |
| COIF CHARITIES PROPERTY FUND [Charity number: 1093084] Investment Management of Charity Funds |
£37,824,000 |
Last update:
January 2, 2024
Created: January 2, 2024
Created: January 2, 2024
