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CAF Investment Account

ALL YOUR INVESTMENTS AT YOUR FINGERTIPS

The CAF Investment Account is the only secure, digital trading platform designed exclusively for charities of all sizes.

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Discover charity investing

Our resource centre can help you understand charity investing.

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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MANAGE YOUR INVESTMENTS - AND YOUR TIME

Free up time to focus on your goals

We know that selecting and managing your charity's investments can divert precious time and resource away from delivering on your mission. That's why we've created the CAF Investment Account.

Why do charities invest?

A ONE-STOP SHOP FOR CHARITY-SPECIFIC FUNDS

Tap into a range of funds not available to buy anywhere else online

The CAF Investment Account is a secure, digital account that helps charities manage the widest range of charity-specific funds online. You can also access more than 1,200 funds, plus companies listed on the London Stock Exchange and other markets around the world.

Choose from these great ways to invest all in one place:

  • Investing in charity-specific funds
  • Investing in a huge range of other funds, and
  • Investing directly in stocks and bonds
What are my investment options?

Are you investing your charity's funds elsewhere?

It's simple to transfer your investments into the CAF Investment Account and manage them all in one place.

Get started

IWFSA17-LOGO-Award for Innovation in Fund Services

WHAT YOU CAN EXPECT

Whatever your charity’s size, and however much you have to invest (there is no minimum), the award-winning CAF Investment Account is designed to make investing your money easy, time-efficient and cost-effective. When you sign up, you can expect:

  • a robust online investment service powered by Winterflood Business Services.
  • an efficient way to manage your investments at the touch of a button.
  • mandatory dual authorisation on trading to comply with governance requirements and prevent fraudulent or accidental transactions. This will soon include cash withdrawals.
  • you can open multiple portfolio designations enabling you to manage funds that you need to keep separate. There’s one log in to view all your portfolio designations together.
How much does the CAF Investment Account cost?

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
Common Investment Funds for charities

Manage the widest range of charity-specific funds

We’re the primary source of Common Investment Funds (CIFs) available to buy online.

Free up time to carry out your mission

More time to focus on your goals

Managing all your funds in one convenient online account frees you up to focus on helping your charity achieve its mission.

We keep your data safe

Stay secure

We've invested in robust data encryption and the latest online security technology to keep your investments safe and secure.

Great features and benefits for your charity

Ready to explore?

Find out more about the product features of the CAF Investment Account.

30 YEARS' EXPERIENCE HELPING CHARITIES MAXIMISE THEIR INVESTMENTS

Expert insights into the challenges you face

With 30 years’ experience in helping charities transform their precious money into effective investments, we understand the financial, regulatory and governance challenges faced by the sector - and have the innovative product to address them.

Why choose CAF?

DO YOU ALREADY HAVE INVESTMENTS WITH CAF?

If you’re already one of our customers, you can manage your CAF and other investments in one place online.

FREQUENTLY ASKED QUESTIONS

  • What are investment funds?

    A way to pool your money with others and invest in a wider range of investments than you could easily achieve alone. The fund is managed on your behalf by a Fund Manager eg CIF, Unit Trust, OEIC, Investment Trust or ETF. Different funds will invest in different types and mixtures of assets.

  • We’re a small charity – why should we invest?

    There are several reasons you might want to invest your charity's money:

    • to generate a sustainable, reliable income to support your charity
    • to protect your funds against the impact of inflation
    • to manage your longer term reserves in accordance with Charity Commission guidance (see Charity Commission Guidance Note CC14)

    Discover the other reasons for investing.

  • What should we invest in?

    We can't make those decisions for you, but we've put together a list of factors you may want to consider. If you need guidance, talk to an independent financial adviser before investing. When speaking to an adviser, make sure they have experience in advising charities – and ask for references.

View all FAQs

Can’t find the answer to your question?

Get in touch with our team, who will be happy to help you.

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Want to know more about investing for charities?

TAKE THE NEXT STEP

Ready to sign up to the CAF Investment Account?

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Funds only available to charities

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Share classes available through us

Discover classes of funds which could be cheaper than those bought elsewhere.

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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

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