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.

TILNEY

Tilney is a leading investment and financial planning firm that looks after more than £24 billion on behalf of their clients. They have been advising charities on their investment strategies since they first opened their doors more than 180 years ago and their large charities team now covers the full breadth of the UK.

They have a range of investment solutions that are designed specifically for charities. These include risk-rated Multi-asset Portfolios as well as customised investment solutions that meet the precise needs of an individual charity.

All of their services are underpinned by a disciplined, rigorous investment process and delivered by some of the most experienced and qualified professionals in the UK.

FUNDS FROM TILNEY

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

Funds available to charities only

The following funds have specifically designed them 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).



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Tilney Defensive Portfolio

The Defensive Portfolio aims to deliver a real return, ahead of cash over the long term. The Fund can invest across all asset classes and adopts a low risk approach.
The Defensive Portfolio aims to deliver a...


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Tilney Conservative Portfolio

The Fund is riskier than the Defensive Portfolio but has the potential to give you higher returns. The Fund can invest across all asset classes and adopts a low to moderate risk approach.

The Fund is riskier than the Defensive...



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Tilney Balanced Portfolio

The Fund is riskier than the Conservative Portfolio but has the potential to give you higher returns. It is anticipated that a substantial proportion of the total return will come from income. The Fund can invest across all asset classes and adopts a moderate risk approach.

The Fund is riskier than the Conservative...



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Tilney Adventurous Portfolio

The Fund is riskier than the Balanced Portfolio but has the potential to give you higher returns. The Fund can invest across all asset classes and adopts a moderate to higher risk approach.
The Fund is riskier than the Balanced...


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Tilney Maximum Growth Portfolio

The Fund is riskier than the Adventurous Portfolio but has the potential to give you higher returns. The Fund can invest across all asset classes and adopts a higher risk approach.
The Fund is riskier than the Adventurous...

ABOUT THE TILNEY TEAM

  • Mark Coles

    Mark Coles

    Director, Financial Institutions

    Mark has over 30 years of wealth and asset management experience, working with Independent Financial Planners and Charities. He is responsible for managing Tilney’s relationships with National Independent Financial Planning businesses and Charitable organisations.

    Prior to Tilney Mark was Head of Business Partnerships at CoFunds, Investment Development Director at Architas and has held numerous roles working with National Australia Bank within the Institutional Investment (mandated) market.


THE LATEST NEWS AND EVENTS FROM FUND MANAGERS

News from fund managers

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

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Events for charity investors

Deepen your knowledge of investing and meet other like-minded charity professionals.

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Investment knowledge centre

Investment news and views specifically selected for charities.

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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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