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.

What is a charity-specific fund?

Find out more about these funds and their benefits.

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.

INVESTMENTS THAT MEET YOUR NEEDS

The CAF Investment Account includes a comprehensive range of charity-specific funds which aren’t available to buy or manage anywhere else online. These funds are either:

  • Funds which are only available to charitable organisations; these include Common Investment Funds (CIFs) and Charity Authorised Investment Funds (CAIFs).
  • Charity-only share classes of funds also available to other types of investor.
  • Share classes of funds not normally available to small and medium-sized charities; these could be cheaper than other share classes of the same fund bought elsewhere.

Explore the CAF Investment Account

Other available funds

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

About the charity-specific fund managers

The funds featured on the CAF Investment Account are brought to you by managers which specialise in investments that appeal to charities. Find out more about the fund managers.

Transfer funds into the Account

Once your CAF Investment Account has been opened, it's simple to transfer in any investments you hold elsewhere.

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 advisor?

    Different investments suit different investors; an independent financial advisor can assess your individual circumstances, give you an overview of your options, recommend the best route and provide ongoing support. Find out more about investment advice for charities.

  • 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

RESEARCH, PLAN AND TEST YOUR INVESTMENTS

Use Investment Explorer to research funds from a variety of managers – without risking your charity’s money. Create model portfolios from up to 500 funds, including those designed specifically with charity needs in mind.

Discover Investment Explorer today

Want to know more about investing 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. 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).

Full legal information

Full regulatory information

Charities Aid Foundation © 2018 | 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