CAF Investment Account

SHARE CLASSES AVAILABLE THROUGH US

Here's the information for the funds with share classes that may not normally be available to you.

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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.

SHARE CLASSES AVAILABLE TO YOU

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.

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.

Once you have opened your CAF Investment Account, you can purchase these funds through the Funds search in the Trade Now screen. Make sure you select the share classes shown in the Manager’s description below.

MIXED

Mixed investment 0-35% shares



Vanguard logo

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



MandG logo

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...


MandG logo

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...


Vanguard logo

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



Vanguard logo

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...



Vanguard logo

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...

FIXED INTEREST

Sterling Corporate Bond



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...

GLOBAL EQUITY



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. 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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