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.
47 charities have been tagged with this tag. This represents 0.02% 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 | 5 | 0.01% |
| £100k - £250k | 1 | 0.00% |
| £250k - £500k | 2 | 0.02% |
| £500k - £1m | 3 | 0.05% |
| £1m - £10m | 11 | 0.13% |
| Over £10m | 7 | 0.34% |
| Total | 46 | 0.02% |
Distribution by charity regulator¶
| Regulator | Charities with tag | Percent of all charities |
|---|---|---|
| ccew | 44 | 0.03% |
| ccni | nan | nan% |
| oscr | 3 | 0.01% |
| Total | 47 | 0.02% |
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 ASSETS TRUST [Charity number: 1146166] The Charity Asstes Trust is a common investment fund established under section 24 of The Charities Act 1993. It follows an 'absolute return' investment strategy. This means that the Manager will not endeavour to track or 'outperform' a specific benchmark or stock market index, but instead seek to generate consistent positive returns regardless of the prevailing market conditions. |
£9,186,000 |
| 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 |
| CHARIFAITH COMMON INVESTMENT FUND [Charity number: 1116156] 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. |
£5,568,000 |
Ten random charities¶
| Name | Latest income |
|---|---|
| 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. |
£129,000 |
| CHARITY ASSETS TRUST [Charity number: 1146166] The Charity Asstes Trust is a common investment fund established under section 24 of The Charities Act 1993. It follows an 'absolute return' investment strategy. This means that the Manager will not endeavour to track or 'outperform' a specific benchmark or stock market index, but instead seek to generate consistent positive returns regardless of the prevailing market conditions. |
£9,186,000 |
| COIF CHARITIES SHORT DURATION BOND FUND [Charity number: 803610] Investment Management of Charity Funds |
£1,922,000 |
| 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 |
£322,561 |
| THE SCHOOL FOUNDATION [Charity number: 311341] Manages funds in CCLA Investment funds and a COIF Charities Deposit fund, dividends and income being used for funding requests from Swaffham Prior Church of England School to help with extra items / activities for the benefit of the pupils. |
£752 |
| THE IRONMONGERS COMMON INVESTMENT FUND [Charity number: 1039950] The Charity holds the investments belonging to the charitable trusts of which the Ironmongers' Trust Company is the Trustee. |
£2,587,343 |
| THE RSPCA COMBINED INVESTMENT FUND [Charity number: 1067223] The Charity was established under a Charity Commission scheme on 4 November 1997 to permit the creation of a new Common Investment Fund, with the RSPCA as Trustee. No steps were taken to establish this fund in the financial year ending 31 December 2013. |
|
| MARIE CELESTE SAMARITAN SOCIETY CONSOLIDATED CHARITABLE TRUST GENERAL FUND [Charity number: 1060585] A nil return has been submitted for this Charity as it is now part of what is known as The Common Investment Fund under Charity No 212048 as per sealed scheme from The Charity Commission dated May 2008 |
|
| THE MERCHANT VENTURERS CHARITIES INVESTMENT POOL [Charity number: 1053459] TO PROVIDE A COMMON INVESTMENT FUND WITHIN THE MEANING OF THE CHARITIES ACT 1960. |
£473,611 |
| THE DULWICH SCHOOLS COMMON INVESTMENT FUND [Charity number: 1052367] THE PROVISION OF A COMMON INVESTMENT FUND FOR THE INVESTMENT PROPERTY. |
