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 Charities Aid Foundation (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.

CAF’s subsidiary company, CAF Financial Solutions Limited (CFSL) provides charitable investors with the means to invest their assets for a better future. We want these funds to make a difference for investors, society and the wider world – while aiming to deliver strong risk-adjusted financial returns.

We have over 30 years’ experience helping charities to manage their investments.

Our CFSL consultation sessions are designed to help you understand the set of choices we offer.

Talk to us about investing
Closed funds and services

Explore CAF Investment products

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IFSL CAF ESG Funds

Managed by LGT Wealth Management

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Discretionary Portfolio Management

Managed by LGT Wealth Management

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Speak with a Relationship Director

CAF Financial Solutions Limited (CFSL) offer free consultations that 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

Couple planning where to go

Plan your charity’s investments

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

Understanding investment choices
Couple helping each other up a mountain

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
Charity investments

Investment knowledge centre

Investment events, news and views specifically selected for charities.

Check out our resources

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).
 

LGT Wealth Management UK LLP is authorised and regulated by the Financial Conduct Authority Registered in England and Wales: OC329392. Registered office: 14 Cornhill, London, EC3V 3NR.

LGT Wealth Management Limited is authorised and regulated by the Financial Conduct Authority. Registered in Scotland number SC317950 at One Lochrin Square, 92 Fountainbridge, Edinburgh, EH3 9QA.

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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