Fixed Interest Funds

Charity-specific funds

FIXED INTEREST FUNDS

These funds invest in bonds and other fixed interest securities, and typically pay a fixed rate of interest. They’re a popular choice for investors looking for a regular income or diversification.

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.

ABOUT THE FIXED INTEREST FUNDS

The funds featured below are brought to you by fund managers which specialise in investments that appeal to charities, and invest in a variety of strategies, risk profiles and assets.

View the overview, factsheet, scheme prospectus and annual report for each fund by signing up to Investment Explorer.

FUNDS AVAILABLE TO CHARITIES ONLY

The managers of 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).

Global Bonds



OctopusStacked_web_72dpi_090419

FP CAF Fixed Interest Fund

This sub-fund’s goal is to deliver higher combined income and capital growth than the global bond markets over a medium to long-term timeframe.

Octopus Investments Ltd.

This sub-fund’s goal is to deliver...

Sterling Strategic Bond



MandG logo

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...

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.

Sterling Corporate Bond



BMO Global Asset Management

BMO Responsible Sterling Corporate Bond Fund

The OEIC fund aims to deliver an attractive level of income through investment in a portfolio of ethically screened UK corporate bonds.
The OEIC fund aims to deliver an attractive...


MandG logo

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...

Sterling High Yield



MandG logo

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...

Sterling Strategic Bond



MandG logo

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...


MandG logo

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...

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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).

Full legal information

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