Investments

WELCOME TO CHARITY INVESTMENTS

Help your charity grow by turning precious donations into effective investments.

Discover charity investing

Our resource centre can help you understand charity investing
 

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.

ABOUT CAF

We have over 30 years’ experience helping charities to manage their investments and make the most of their funds. And because we're a charity too, we understand the way you work, the challenges you face and the vital role that good governance plays in your success.

Investing now for a stronger financial future can go a long way to helping you achieve your charitable goals and ensuring a sustainable future.

WHAT IS THE CAF INVESTMENT ACCOUNT?

The award-winning CAF Investment Account is the first and only secure digital trading platform designed exclusively for charities and charitable organisations.

You can trade and manage over 1,200 funds, including charity-specific funds, plus equities listed on the London Stock Exchange and other international stock markets.

So whatever the size of charity, and however much it has to invest (there is no minimum), the CAF Investment Account is designed to make investing easy, time-efficient and cost-effective.

Learn more about the CAF Investment Account

IWFSA17-LOGO-Award for Innovation in Fund Services

ARE YOU LOOKING FOR A BETTER WAY TO INVEST?

Do you already invest your charity’s money in CAF investment funds, or are you investing elsewhere?

With only one form to complete, moving your charity’s existing investments to the CAF Investment Account platform is easy. That means you could take back valuable time to spend on your charity’s mission.


Charity investing made easier
Manage your investments and your time

REINVIGORATE YOUR CHARITY’S INVESTMENTS

Staying on top of the ups and downs of the market can be daunting. But if you have investments and don’t actively manage them, you could be missing out on creating a more sustainable future for your charity.

That’s where the CAF Investment Account can help.

You can:
  • manage all your investments through one secure, digital platform
  • keep track of investment performance and monitor transactions
  • generate reports easily and quickly
  • access over 1,200 funds, including the largest range of charity-specific funds, as well as UK and international equities.

Become a better investor

ARE YOU NEW TO CHARITY INVESTING?

With economic uncertainty and historically low interest rates making it harder to generate a sustainable, long-term income for your charity, good investment decisions matter more now than ever before.

But with a huge range of funds on the market and a variety of ways to manage them, investing it can be difficult to know where to start.

If you’re just getting started with charity investments, we can help. With a good plan and regular management, investing your charity’s money needn’t be daunting.


Get started with charity investing

Help to research, plan and test your investments

Whether you’re new to investing, or need help planning or reviewing your portfolio, Investment Explorer shows how different investment funds have performed and how they can be fitted together to build a portfolio. You can also create comparisons of funds available from a wide variety of managers.

Start exploring investments today

Investment knowledge centre

Investment events, news and views specifically selected for charities.

Check out our resources

Plan your charity’s investments

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

Understanding investment choices
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Need investment advice?

If your charity needs specific investment advice, check out our Investment advice for charities page for more information.

Check out our hints and tips

Get started

STILL NOT SURE WHERE TO START?

Talk to us to find out more about how to get started with charity investment.

Talk to us today

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. Registered office is 25 Kings Hill Avenue, Kings Hill, West Malling, Kent ME19 4TA. CFSL is a subsidiary of Charities Aid Foundation (registered charity number 268369).

Full legal information

Full regulatory information