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Charity investing

THE INVESTMENT MARKET - ON SHIFTING SANDS

We hosted a breakfast briefing in Bristol on 19 October. Here are the presentations from our guest speakers.

INVESTING YOUR CHARITY'S MONEY IN CHALLENGING TIMES

Today's uncertain economic environment and low interest rates mean that generating a sustainable income is tougher than ever for charities. 

In this challenging environment for charities, how can you put your reserves to work to generate the best possible return and provide a consistent income stream you can count on?

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Richard King TEP

Partner, Tozers Solicitors

Richard gave us an update on charity law and regulation facing investors.

Download Richard's presentation


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Charlotte Yonge

Investment Manager, Troy Asset Management

Charlotte discussed how fund managers are positioning their portfolios to protect capital and remain resilient in the current climate.

Download Charlotte's presentation

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Franziska Jahn-Madell

Manager – Responsible Investment, Ruffer

Franziska talked about the increasing focus from investors on Environmental, Social and Government factors and what the industry reaction is.

Download Franziska's presentation

WHAT ARE THE BENEFITS OF INVESTING?

As a charity, there are several reasons why you might want to invest your money:

  • Maximise your long-term funds, in line with the Charity Commission guidance.
  • Generate a sustainable, reliable income to support your charity.
  • The potential to grow your money to expand in the future.
  • Could protect your funds against the impact of inflation.
  • The potential to generate better returns than holding cash in a bank account.
Read more about why charities invest.

UNDERSTANDING INVESTING

Whether you’re new to investing or you’ve been investing for years, our investment knowledge centre can help you understand charity investing.

DO YOU ALREADY HAVE INVESTMENTS WITH CAF?

If you’re already one of our customers, you can manage your CAF and other investments in one place online.
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The value of investments may fall as well as rise. You may not get back the full amount that you originally invested. Past performance is not a guide to future performance. There is no guarantee about the level of capital or income returns that will be generated.

The CAF Investment Account is provided to you by CAF Financial Solutions Limited (CFSL) and is operated and supplied by Winterflood Business Services. Winterflood Business Services is a registered trading name of Winterflood Securities Limited, registered in England No. 02242204. Registered Office: The Atrium Building, Cannon Bridge House, 25 Dowgate Hill, London EC4R 2GA. Member of the London Stock Exchange and NEX Exchange. Authorised and regulated by the Financial Conduct Authority (FCA register number 141455).

CAF Financial Solutions Limited (CFSL) is authorised and regulated by the Financial Conduct Authority under registration number 189450. Authorisation can be checked on the financial services register at www.fca.org.uk. CFSL Registered office is 25 Kings Hill Avenue, Kings Hill, West Malling, Kent ME19 4TA. Registered under number 2771873. CFSL is a subsidiary of Charities Aid Foundation (registered charity number 268369). Telephone calls may be monitored or recorded to comply with relevant legislation and for training purposes. Lines are open Monday to Friday 9am - 5pm (excluding English bank holidays).

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