Important information

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.

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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.

Invest where charities invest, with CAF.

EXISTING INVESTOR?

FREE transfers for most existing investments*

You can transfer in all your investments - free of charge*

If you’re already investing, we make it easy for you to transfer investments from your current fund managers into the CAF Investment Account. If you decide to change share classes, other charges may apply.

OUR INVESTMENT PRODUCTS

The CAF Investment Account platform – built exclusively for charities

With the new platform you can:
  • manage all your investments through one secure, digital platform
  • keep track of investment performance and monitor transactions
  • access over 1,200 funds, including the largest range of charity-specific funds, as well as UK and international equities
  • use dual authorisation to ensure all transactions have a clear audit trial

CAF fund solutions

We have developed a number of charity funds developed with leading investment professionals. These fall under the categories of Fixed Interest, UK Equities, Global Equities, Mixed Investments and Target Absolute Returns.

We have also developed a tracker solution, the CAF UK Equitrack Fund, and offer a Socially Responsible Portfolio.

View the latest CAF fund prices

* A small charge will apply if you are still holding stock in certificated form - see fees and charges

Get a free consultation with one of our charity experts

This is for a consultation on your financial investments, not a request for funding.

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CAF and the companies in which it has a majority stake, or their subsidiaries (defined here as the Group) will not share your information with any outside organisation except as part of providing a product/service or when legally obliged to do so.

further resources

Plan your charity’s investments

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

Understanding investment choices

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
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News from fund managers

Opinions and commentary on the market, brought to you by experts in the charity investment market.

Read the latest news

Events for charity investors

Deepen your knowledge of investing and meet other like-minded charity professionals at a selection of events for charity investors.

Find out what's on

Understanding investing

Our guide can help you understand the investment journey.

Download our guide
Reaching a mountain peak

Loans from CAF Bank

Flexible secured loans, between £50,000 and £5 million, for UK registered charities and not-for-profit organisations.

Finance your future goals

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).

Full legal information

Full regulatory information