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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Charity investment funds that work for you 

It takes expertise to truly understand how charities and social enterprises operate. At CAF, we’re not just familiar with the challenges you face – we’re a charity too.

We know first-hand how much work has gone into building your organisation, from the day-to-day tasks to the round-the-clock commitment. We also know that what suits one charity investor may not suit another. That’s why we offer choice. It’s also why our consultation sessions are designed to help you make the most of your charity’s or social enterprises' funds. It’s our way of helping you amplify the power of good. 

We have over 30 years’ experience helping charities to manage their investments and make the most of their funds. We're here to help you navigate investment options that are right for you. 

Talk to us about investing

Explore CAF Investment products

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With Aberdeen Standard Capital

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Managed Portfolio Services (MPS)

With Aberdeen Standard Capital

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CAF UK Equitrack Fund

Managed by Legal & General (Unit Trust Managers) Ltd

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CFSL/BMO Global Asset Management (EMEA) Contract Termination

16th of December 2021

The termination of the intermediary arrangements in place between BMO Global Asset Management (EMEA) (BMO GAM EMEA) and CAF Financial Solutions Limited (CFSL) in relation to the CAF Socially Responsible Portfolio (CAF SRP) took effect from 30th November 2021.

The termination of this agreement does not impact any investor holdings in the BMO Responsible Funds in any way, these will continue to remain held directly with BMO GAM EMEA. However, CFSL will not be offering the funds to charitable investors with immediate effect.

If you are investing on behalf of your charity and have any questions going forwards or you require any information regarding any of your investments with BMO GAM EMEA, please contact the BMO GAM EMEA Institutional Client Services team on 0344 620 0280 and a Customer Service Representative will be pleased to help you.

If your CAF Charitable Trust is invested with BMO GAM EMEA then please contact your Private Client Manager.

If you have any questions about the intermediary services that CFSL provided to you historically or any of the investment funds CFSL offers, please contact the Saving and Investment team at CFSL on 03000 123 333.

Please note that BMO GAM EMEA is now part of Columbia Threadneedle Investments and is using the BMO mark under licence as a former member of the BMO Financial Group.

Investment Funds, by Type

Fixed Interest Funds

Funds that are focused on capital preservation and income. Including investments in bonds and other fixed interest securities.

UK Equity Funds

Funds that invest primarily in UK registered company shares.

International Equity Funds

Funds that focus on investing in shares in international companies, excluding those registered in the UK.

Alternative Funds

Funds offering an alternative to standard shares and fixed interest solutions. Presenting potential diversity to investors.

Speak with a charity expert

Our free consultations are informal and informative

We’ll discuss how our investment solutions work, and which options could be a good fit. Or we can simply answer any questions you might have. You don’t have to make any commitment. We’ll simply do everything we can to help, then leave you to make up your own mind.

Start the conversation

Further Resources

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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
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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

Investment involves risk. The value of investments, and the income from them, can go down as well as up and an investor may get back less than the amount invested.  There is no guarantee about the level of capital or income returns that will be generated. Past performance is not a guide to future results.

CAF Financial Solutions Limited (CFSL) is authorised and regulated by the Financial Conduct Authority under registration number 189450. CFSL Registered office is 25 Kings Hill Avenue, Kings Hill, West Malling, Kent ME19 4TA. Registered in England and Wales under number 2771873. CFSL is a subsidiary of Charities Aid Foundation (registered charity number 268369).

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).

Aberdeen Standard Capital Limited, registered in Scotland (SC317950) at 1 George Street, Edinburgh EH2 2LL. Aberdeen Standard Capital is authorised and regulated by the Financial Conduct Authority.

Investment Fund Services Limited (IFSL) is the Authorised Corporate Director (ACD) for the IFSL CAF Investment Funds. IFSL is registered in England No 06110770 and is authorised and regulated by the Financial Conduct Authority. Registered office: Marlborough House, 59 Chorley New Road, Bolton, BL14QP.

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