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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M&G INVESTMENTS

M&G is one of the UK’s largest and longest established investment houses, with more than 80 years’ experience working with private and institutional investors.

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FUNDS FROM M&G INVESTMENTS

Below are the charity-specific funds available through the CAF Investment Account. Read an overview of the funds and download factsheets, scheme prospectus and the annual report by signing up for Investment Explorer.

Funds available to charities only

The following funds have been specifically designed with the needs of charitable investors in mind. These funds are only available to charitable organisations and include Common Investment Funds (CIFs) and Charity Authorised Investment Funds (CAIFs).

Charibond

Aims to provide a high level of income while preserving capital values from a portfolio of UK government bonds (gilts) and corporate bonds. Both the level of income, and the value of capital invested, may vary and are not guaranteed.

Aims to provide a high level of income while...

Charifund

Designed to provide a higher level of income than that of the FTSE All-Share Index, while at the same time protecting capital from the effects of inflation. The fund has a well-diversified portfolio, mainly of high yielding UK company shares.

Designed to provide a higher level of income...

Share classes available through us

We’ve agreed with the managers of the following funds that you can access share classes that would either:

not usually be available to small to medium-sized charities, or
are not available through a charitable online account.

While they’re not specifically designed for charities, they might appeal to you.

M&G Episode Allocation fund

A multi-asset fund that aims to maximise total return. A flexible approach to capital allocation between asset classes is adopted in response to changes in economic conditions and the valuation of assets.

A multi-asset fund that aims to maximise...

M&G Episode Income Fund

A multi-asset fund aiming to generate a high and rising level of income, alongside capital growth. A flexible capital allocation regime is adopted in response to changes in economic conditions and asset valuations.

A multi-asset fund aiming to generate a high...

M&G Short Dated Corporate Bond Fund

Aims to provide income with stability of capital investing mainly in debt instruments, floating rate notes, gilts and corporate bonds. The Fund’s exposure to debt instruments may be gained through the use of derivatives.

Aims to provide income with stability of...

M&G Global High Yield Bond Fund

Designed to maximise total return while generating a high level of income. Invests predominantly in higher yielding corporate bonds that may be denominated in all major global currencies, with derivatives used to hedge these currencies into sterling.

Designed to maximise total return while...

M&G UK Inflation Linked Corporate Bond Fund

Aims to protect the value of capital and income from inflation by generating a return consistent with or greater than UK inflation. Invests mainly in corporate bonds and floating rate notes. Derivatives may be used in pursuit of the fund objective.

Aims to protect the value of capital and...

M&G Optimal Income Fund

Aims to provide a total return to investors based on exposure to optimal income streams in investment markets, through strategic allocation across a range of assets. May include government and corporate bonds & equities, with use of derivatives permitted.

Aims to provide a total return to investors...

M&G Global Dividend Fund

Aims to deliver a dividend yield above the market average from a focused portfolio of global equities. The Fund aims to grow distributions over the long term whilst also maximising total return.

Aims to deliver a dividend yield above the...

M&G Global Select Fund

Aims to maximise long term total return by investing in a range of global equities, across a wide range of geographies and sectors. Income is of secondary importance to capital growth.

Aims to maximise long term total return by...

ABOUT THE TEAM AT M&G INVESTMENTS

Richard Macey
Director of Charities

Learn more
Richard has 30 years' experience working with both private and institutional investors. He manages a range of charity clients, from small foundations to larger well-known organisations.
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THE LATEST NEWS AND EVENTS FROM FUND MANAGERS

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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).

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