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CAF is one of Europe’s largest charitable foundations. We produce research on charities and charitable giving, develop policy ideas and work with people, companies and charities to help good causes thrive.

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New investment account launched for UK charities

11 November 2016

An investment service for charities has now gone live, offering access to more than 4,000 funds at the touch of a button.

The Charities Aid Foundation (CAF) today launches the CAF Investment Account - the UK’s first and only secure, digital trading platform designed for charities of all sizes.

Registered charities across the UK and organisations recognised by HMRC as having a charitable purpose, can now apply to gain access to access to the biggest selection of charity-specific investment funds available to buy and manage in one place online.

Charities using the CAF Investment Account will be able to research, manage and trade investments in one place for the first time, building on the existing investment services provided by CAF. There is no minimum investment amount.

It provides access to more than 4,000 funds, including some which are only available to charitable organisations, like Common Investment Funds, (CIFs) and share classes of funds which would not normally be available to small and medium charities. Funds created under the recently announced Charity Authorised Investment Fund structure can be offered as soon as they are available.

Funds from the following managers are available on the account from launch:

  • FP CAF
  • CAF UK Equitrack
  • Sarasin & Partners LLP
  • M&G Investments
  • Edentree Investments
  • Troy Asset Management

 
Charities will also be able to invest directly in stocks and bonds listed on the London Stock Exchange and other global markets.

Features of the account include a robust online investment service powered by the award-winning investment platform provider Interactive Investor, and mandatory dual authorisation which will help charities comply with governance requirements and minimise the risk of fraud.

CAF, one of Europe’s largest charitable foundations, has more than 30 years experience helping charities to manage their funds.

 

John Low, Chief Executive of CAF, said:

“We are excited to be launching the first secure, digital trading platform designed exclusively for charities.

“With interest rates are at record lows, it has become more challenging for charities to maximise the return on money donated by their supporters in order to make a bigger difference. 

“CAF has a long history of helping charities tackle their financial challenges and we believe there’s a huge amount of untapped potential for charities to make more use of investments to help support their work.

“Whatever the size of a charity, and however much they have to invest, the CAF Investment Account has been designed to make investing money easy, time-efficient and cost-effective. Charities signing up will have access to the most comprehensive range of charity-specific funds anywhere online.”

Click here to find out more and register your interest in the CAF Investment Account.

 

Notes to Editors

1. CAF is one of Europe’s largest charitable foundations and is the leading provider of financial services to the charitable sector. CAF provides simple and straightforward day-to-day banking and fundraising services for charities, freeing them up to focus on the critical work of making a difference.

2. Interactive Investor is an award-winning online investment service that equips investors with the unbiased financial information, tools and trading framework they need to make confident and informed investment decisions.

3. 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 gains or income that will be generated.

This financial promotion has been approved and issued by CAF Financial Solutions Limited. CAF Financial Solutions Limited (CFSL) is authorised and regulated by the Financial Conduct Authority (Firm Reference Number 189450).

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