Mixed Funds

Charity-specific funds

MIXED FUNDS

Mixed funds contain more than one type of investment asset, blended by the fund manager to achieve an investment aim. They’re often seen as a good way to access a manager’s asset allocation skills in one convenient fund.

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 MIXED 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).

Mixed investment 0-35% shares



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Tilney Defensive Portfolio

The Defensive Portfolio aims to deliver a real return, ahead of cash over the long term. The Fund can invest across all asset classes and adopts a low risk approach.
The Defensive Portfolio aims to deliver a...


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Tilney Conservative Portfolio

The Fund is riskier than the Defensive Portfolio but has the potential to give you higher returns. The Fund can invest across all asset classes and adopts a low to moderate risk approach.

The Fund is riskier than the Defensive...

Mixed investment 20-60% shares



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Charity Assets Trust - coming soon

The fundamental aim of the fund is to preserve capital, while trying to achieve positive absolute returns with low volatility through an actively managed multi-asset portfolio. The fund incorporates a responsible investment policy, which restricts investments in alcohol, armaments, gambling, pornography, tobacco, oil sands and thermal coal. It also follows a proactive voting and engagement approach with companies held within the fund. The fund is monitored against UN Global Compact principles, MSCI’s ESG Metrics and the managers also monitor the fund’s carbon metrics.

The fundamental aim of the fund is to...



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Tilney Balanced Portfolio

The Fund is riskier than the Conservative Portfolio but has the potential to give you higher returns. It is anticipated that a substantial proportion of the total return will come from income. The Fund can invest across all asset classes and adopts a moderate risk approach.

The Fund is riskier than the Conservative...

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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Tilney Adventurous Portfolio

The Fund is riskier than the Balanced Portfolio but has the potential to give you higher returns. The Fund can invest across all asset classes and adopts a moderate to higher risk approach.
The Fund is riskier than the Balanced...


Waverton

LF Waverton Charity Growth & Income Fund

The fund aims to deliver a total return (the combination of income and
capital growth) equal to the Consumer Price Index plus 3% per annum net
of fees over rolling six year periods.
The fund aims to deliver a total return (the...

Flexible



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Tilney Maximum Growth Portfolio

The Fund is riskier than the Adventurous Portfolio but has the potential to give you higher returns. The Fund can invest across all asset classes and adopts a higher risk approach.
The Fund is riskier than the Adventurous...


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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...

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.

Mixed investment 0-35% shares



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Vanguard® LifeStrategy 20% Equity Fund

The Fund's investment objective is to gain exposure to a diversified notional portfolio comprised of approximately:

i. 20% by value of equity securities; and
ii. 80% by value of fixed income securities.

The Fund's investment objective is to...

Mixed investment 20-60% shares



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M&G Episode Allocation fund

A multi-asset fund that aims to maximise total return. A flexible approach to capital allocation between asset classes is adopted in response to changes in economic conditions and the valuation of assets.
A multi-asset fund that aims to maximise...


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M&G Episode Income Fund

A multi-asset fund aiming to generate a high and rising level of income, alongside capital growth. A flexible capital allocation regime is adopted in response to changes in economic conditions and asset valuations.
A multi-asset fund aiming to generate a high...


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Vanguard® LifeStrategy 40% Equity Fund

The Fund's investment objective is to gain exposure to a diversified notional portfolio comprised of approximately:

i. 40% by value of equity securities; and
ii. 60% by value of fixed income securities.

The Fund's investment objective is to...

Mixed investment 40-85% shares



BMO Global Asset Management

BMO Responsible UK Income Fund

The objective of the fund is to generate income with the prospect of capital growth.
The objective of the fund is to generate...


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Vanguard® LifeStrategy 60% Equity Fund

The Fund's investment objective is to gain exposure to a diversified notional portfolio comprised of approximately:

i. 60% by value of equity securities; and
ii. 40% by value of fixed income securities.

The Fund's investment objective is to...



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Vanguard® LifeStrategy 80% Equity Fund

The Fund's investment objective is to gain exposure to a diversified notional portfolio comprised of approximately:

i. 80% by value of equity securities; and
ii. 20% by value of fixed income securities.

The Fund's investment objective is to...

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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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