CAF Investment Account

CHARITY-SPECIFIC FUNDS

When it comes to investing, charities want to choose funds that fit their specific needs. That’s why there’s a range of funds designed specifically for charities.

INVESTMENTS THAT MEET YOUR NEEDS

You can't buy or manage this comprehensive range of charity-specific funds anywhere else online.

Below are the charity-specific funds available through the CAF Investment Account. These funds are either:
 

Funds which are only available to charitable organisations

including Common Investment Funds (CIFs)


 

Share classes of funds not normally available to small and medium-sized charities

which could be cheaper than other share classes of the same fund bought elsewhere
 

As well as charity-specific funds, you can also choose from a wide range of other funds available through the Account.

And if you already have investments elsewhere, don't worry - it's simple to transfer them into the CAF Investment Account.

MANAGED PORTFOLIO SERVICE FROM CAF

If you're not ready to manage your own investments online, the CAF Managed Portfolio Service* gives you easy access to a range of investment profiles that could meet your specific risk and return objectives.

*This service is promoted by CAF Financial Solutions Limited and operated by Octopus Investments.

FREQUENTLY ASKED QUESTIONS

  • 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.

  • Should we speak to an independent financial adviser?

    Different investments suit different investors; an independent financial adviser can assess your individual circumstances, give you an overview of your options, recommend the best route and provide ongoing support. To find one in your area, visit www.unbiased.co.uk.

  • How do I calculate our risk appetite?

    Every investment carries risks, even a simple cash deposit, but it's important to understand and manage them. You need to think about everything from how comfortable you are that the total value of your charity's assets might fluctuate to how easily you need to access your money.

    Our article on writing an investment policy includes some things to think about when calculating your appetite for risk.

Can’t find the answer to your question?

Contact our team who are happy to help.

Get in touch now

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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 gains or income that will be generated.

Full legal information 

Regulatory information

RELATED CONTENT

Picking the right investment approach


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

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.

Don’t put all your eggs in one basket


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

The CAF Investment Account is offered to you by CAF Financial Solutions Limited (CFSL) and is operated and supplied by Interactive Investor Trading Limited. Interactive Investor Trading Limited is authorised and regulated by the Financial Conduct Authority. Registered Office: Standon House, 21 Mansell Street, London E1 8AA.

CAF Financial Solutions Limited (CFSL) is authorised and regulated by the Financial Conduct Authority. Registered office is 25 Kings Hill Avenue, Kings Hill, West Malling, Kent ME19 4TA. CFSL is a subsidiary of Charities Aid Foundation (registered charity number 268369).


Charities Aid Foundation © 2017 | Registered Charity Number 268369
25 Kings Hill Avenue, Kings Hill, West Malling, Kent ME19 4TA Telephone: 03000 123 000
10 St. Bride Street, London EC4A 4AD Telephone: 03000 123 000