UK Equity Funds

Charity-specific funds

UK EQUITY FUNDS

These funds invest in UK companies. They are typically seen as a riskier share class, but can be attractive for investors seeking 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 UK 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).

UK All Companies



LandG Logo

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...


OctopusStacked_web_72dpi_090419

IFSL 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.

Octopus Investments Ltd.

Focusing on the medium to longer term, the...

UK Equity Income



MandG logo

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...

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 UK Equity Fund

The Fund aims to provide long term capital growth and an increasing income, with the emphasis on capital growth.
The Fund aims to provide long term capital...

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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

Full regulatory information