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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?

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.

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.

Can’t find the answer to your question?

Get in touch with our expert Charity team, who will be happy to discuss our investment solutions and whether investing is right for you.

Get in touch now

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. 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).

Full legal information

Full regulatory information

Charities Aid Foundation © | Registered Charity Number 268369
25 Kings Hill Avenue, Kings Hill, West Malling, Kent ME19 4TA
10 St. Bride Street, London EC4A 4AD
Telephone: 03000 123 000