CAF Investment Account

FUNDS AVAILABLE TO CHARITIES ONLY

Here's the information for the funds only available to charitable organisations.

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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.

CHARITY SPECIFIC FUNDS

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).

The content of the documents linked below is the responsibility of the relevant Fund Managers and has not been independently verified by CAF or any member of CAF’s group of companies. CAF and its group companies accept no liability for any inaccurate information and/or materials provided by the relevant Fund Managers.

 
 
How we've listed the funds

These funds have a variety of strategies, risk profiles and assets they invest in. We’ve listed them by investment class, and then by the Investment Association sector they belong to.

For example, funds under ‘UK Equity’, ‘UK All Companies’ headings, invest at least 80% of their assets in UK equities, and their main objective is to achieve capital growth.

Find out more about the Investment Association sectors.

MIXED

Mixed investment 40-85% shares



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The Amity Balanced Fund for Charities

A tax efficient fund that aims to achieve a balance between capital growth and income by investing in a diversified portfolio of UK and international equities and fixed interest securities that adhere to our socially responsible investment criteria.
A tax efficient fund that aims to achieve a...


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Charity Multi-Asset Fund - coming soon

The Charity Multi-Asset Fund is a long term investment fund with a diversified strategy investing in equities, bonds, property and alternative assets.
The Charity Multi-Asset Fund is a long term...

FIXED INTEREST

Global Bonds



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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.
This sub-fund’s goal is to deliver...

Sterling Strategic Bond



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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...


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The Income Trust for Charities - coming soon

The Income Trust for Charities aims to provide a high and steady level of income through investing mainly in UK government and other fixed interest securities, or derivatives thereof.
The Income Trust for Charities aims to...

UK EQUITY

UK All Companies



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CAF UK Equitrack Fund

A collective investment scheme that aims to mirror the capital and income returns of the UK Stock Market. It is passively managed by Legal & General Investment Management.
A collective investment scheme that aims to...


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Charity Equity Fund - coming soon

The Charity Equity Fund aims to achieve a rate of total return above that of the FTSE All Share Index on a rolling five year basis.
The Charity Equity Fund aims to achieve a...


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FP CAF UK Equity Fund

Focusing on the medium to longer term, the sub-fund aims to generate higher achieve higher capital growth than the UK equity market average.
Focusing on the medium to longer term, the...

UK Equity Income



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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...


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The Equity Income Trust for Charities - coming soon

The Equity Income Trust for Charities aims to provide a portfolio yield in excess of the FTSE All-Share Index, targeting a premium of 30 per cent through investing in UK equities. The portfolio will be managed, where possible, to increase the income distribution over time. The secondary target is to provide capital growth in order that the Manager outperforms the FTSE All Share Index on a total return basis after costs over rolling five year periods.
The Equity Income Trust for Charities aims...

GLOBAL EQUITY



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The Amity Global Equity Fund for Charities

Aims to provide an above average income and capital growth over the longer term by investing in higher yielding global equities that make a positive contribution to society and environment though sustainable and socially responsible practices.
Aims to provide an above average income and...


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FP CAF International Equity Fund

With a medium to longer-term focus, this sub-fund targets higher capital growth than the global equity market average (excluding the UK).
With a medium to longer-term focus, this...

ALTERNATIVE

Targeted Absolute Return



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FP CAF Alternative Strategies Fund

By investing in alternative investment strategies across multiple asset classes, this sub-fund aims to deliver a positive return in any market environment over a 12-month rolling period.
By investing in alternative investment...

UNCLASSIFIED



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Newton Growth and Income Fund for Charities

The Fund aims to maximise total returns through capital growth and income by investing in a global portfolio of equities and fixed-interest securities. It aims to deliver a minimum target income yield of 3%, although this is not guaranteed.
The Fund aims to maximise total returns...


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Newton Growth Fund for Charities

The Fund aims to maximise total returns through capital growth and income by investing in global equities and fixed-interest securities.
The Fund aims to maximise total returns...


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Newton SRI Fund for Charities

The Fund aims to optimise total return (comprising both capital growth and income) through investment predominantly in equities and fixed-income securities, screened against negative socially responsible investment (SRI) criteria.
The Fund aims to optimise total return...


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Rathbone Active Income and Growth Fund

The fund’s objective is to achieve long term capital growth and a level of income employing a total return approach. The fund aims to outperform its composite market index over a minimum three year period. The composite market index is made up as follows: 35% FTSE All-Share, 35% FTSE All-World (ex UK), 5% FTSE UK Commercial Property, 5% 3-month GBP LIBOR + 2%, 18% FT British Government All Stocks and 2% 7-day LIBOR.
The fund’s objective is to achieve...


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Rathbone Core Investment Fund for Charities

The fund’s objective is to achieve a growing level of income and capital growth over the long term.  Under normal circumstances, the fund invests in a range of asset classes including UK, Global and Emerging market shares, and in other securities including bonds, property and commodities.
The fund’s objective is to achieve a...

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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

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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

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