Charity-specific funds

GLOBAL EQUITY FUNDS

These funds invest in companies around the world, including the UK. They’re seen as one of the riskiest share classes, but could be attractive for investors seeking a higher risk profile that generates growth as well as income.

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 GLOBAL EQUITY 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).



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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).

Octopus Investments Ltd.

With a medium to longer-term focus, this...

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.



BMO Global Asset Management

BMO Responsible Global Equity Fund

The fund aims to provide capital growth by investing in an actively managed portfolio of ethically screened, diversified global equities.
The fund aims to provide capital growth by...


MandG logo

M&G Global Dividend Fund

Aims to deliver a dividend yield above the market average from a focused portfolio of global equities. The Fund aims to grow distributions over the long term whilst also maximising total return.
Aims to deliver a dividend yield above the...


MandG logo

M&G Global Select Fund

Aims to maximise long term total return by investing in a range of global equities, across a wide range of geographies and sectors. Income is of secondary importance to capital growth.
Aims to maximise long term total return by...


Vanguard logo

Vanguard® LifeStrategy 100% Equity Fund

The Fund's investment objective is to gain exposure to a diversified notional portfolio comprised of approximately 100% by value of equity securities.
The Fund's investment objective is to gain...

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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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