George Young

Senior Media Relations Officer

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11 December 2018

The first and only investment research and simulation tool built specifically for charities has been released to market.

Named Investment Explorer – and launched by the Charities Aid Foundation (CAF) – the simulator is completely free and allows users to build virtual portfolios from a selection of the funds available through the CAF Investment Account, the UK’s first and only secure digital trading platform for charities.

Charities can research, plan and test their investment choices without exposing any of their money. The platform allows for the creation of multiple portfolios to cover different scenarios and potential needs, and the ability to monitor investments at any time. It has been designed specifically with charities in mind, providing a simple, safe and secure way for them to learn about investing and to create in-depth fund comparison reports for their trustees.

There are around 500 funds to choose from at just the click of a button. Options are offered from CAF’s own fund range, M&G Investments, EdenTree Investments and Rathbones to name a few. Once charities progress from Investment Explorer to the CAF Investment Account, there are over 1,200 funds available with more to be added to the platform in due course.

Bridgit Richards, Director of Product & Marketing at CAF comments:

“This is another building block in our growing suite of digital services for charities. We have designed Investment Explorer to be an intuitive and cost-free option for charities that are eager to learn more about investments, but didn’t previously have the resources to do so.

"There are funds covering all major investment classes – including equities and bonds listed on the London Stock Exchange and international markets – as well as charity specific funds such as Common Investment Funds (CIFs).

“We are confident that charities of all sizes will benefit from using Investment Explorer. It’s a positive step in helping them, whether they are dipping their toes into the investment space for the first time or seasoned investors who will benefit from easy to use analysis tools, empowering charities to take greater control of their finances and to build for the future.”

Notes to editors

  1. CAF is one of Europe’s largest charitable foundations, and for over 90 years has helped donors, companies, charities and social organisations make a bigger impact. It exists to make giving go further, so that more lives and communities around the world can be transformed. We are CAF and we make giving count.
  2. 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.
  3. 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).


Investment Explorer

Build virtual portfolios from up to 500 funds, without committing your charity’s money.

Research, plan and test your choices

Plan your charity’s investments

Once you’ve made the decision to invest, how do you research investment options?

Understanding investment choices

Managing your charity's investments?

It’s crucial to review your investments regularly to ensure that you’re making the most of your charity’s funds.

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