Charity-specific funds

PROPERTY, CASH AND ALTERNATIVE FUNDS

These funds offer alternatives to the more traditional equity and fixed interest assets. They can help to diversify a portfolio and usually rise and fall at different times from conventional assets.

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 ALTERNATIVE 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).

Targeted Absolute Return



OctopusStacked_web_72dpi_090419

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.

Octopus Investments Ltd.

By investing in alternative investment...

Take the next step

EXPLORE YOUR INVESTMENT OPTIONS

Find factsheets and other useful information to help you research and compare up to 500 funds.

Discover Investment Explorer

YOU MIGHT ALSO BE INTERESTED IN

Picking the right investment approach


Weigh up the pros and cons of active and passive investment approaches.

Build the foundations for your charity’s investments


Having a written investment policy is a legal requirement for your charity. Find out how to write one that works for you.

Should you put all your eggs in one basket?


Discover how investing across a range of asset classes can help you manage risk in your portfolio.

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

Full regulatory information