Fund Manager profiles partners

CAF Investment Account

SPOTLIGHT ON FUND MANAGERS

We’ve complied profiles of those fund managers whose charity-specific funds are included in the CAF Investment Account.

News from fund managers

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

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 THE FUND MANAGERS

When it comes to investing, it’s important to feel confident that your fund manager is providing the best service for your charity. The charity-specific funds featured on the CAF Investment Account are provided by managers which specialise in investments that appeal to charities.

MEET THE FUND MANAGERS

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Cazenove Capital

 
 
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Octopus Investments Ltd.

 
 
 
Rathbones Investment Management

Rathbones Investment Management

 
Vanguard Asset Management

Vanguard Asset Management

 

EXPERT ARTICLES FOR CHARITY INVESTORS

Picking the right investment approach

Weigh up the pros and cons of active and passive investment approaches.

Active versus passive management ► 

Build the foundations for your charity’s investments

Having a written investment policy is a legal requirement for your charity. Find out how to write one that works for you.

How to write an investment policy ► 

Should you put all your eggs in one basket?

Discover how investing across a range of asset classes can help you manage risk in your portfolio.

How to weather market fluctuations ► 

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