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Investments

GETTING STARTED WITH CHARITY INVESTMENT

With a good plan and regular management, investing your charity’s money needn’t be daunting.

Important information

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.

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WHAT IS CHARITY INVESTING?

With interest rates at historically low levels, keeping your charity's money in the bank can eat into your funds. And that means you could struggle to meet your financial obligations to your beneficiaries, as well as your responsibility to make the most of your charity's funds.

That’s where investing comes in. Investing can make the most of your long-term funds and protect your charity’s money against the impact of inflation. Investments may generate better returns than holding cash in the bank, so there’s potential to grow your money and expand in the future.

IS INVESTING RIGHT FOR OUR CHARITY?

Do you want to invest, but have concerns that now may be the wrong time? Perhaps you feel markets are expensive, or that political events could cause a fall in values?

It's always wise to consider the benefits and risks of investing, especially when it’s on behalf of your charity.

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I’M NEW TO INVESTING - WHERE DO I START?

Don't worry if you’re new to investing. We have 30 years’ experience helping charities of all sizes to plan their portfolio and manage their investments to make the most of their funds. We can help you to research and understand your options – and communicate them to your trustees – or put you in touch with our trusted partners if you need more specific charity investment advice.

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Understanding investing

Our guide can help you understand the investment journey.

Download our guide
Why do charities invest?

Why do charities invest?

Making the most of your charity’s funds is one of the biggest responsibilities you face.

Is investing right for your charity?
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Need investment advice?

If your charity needs specific investment advice, check out our Investment advice for charities page for more information.

Check out our hints and tips

Help to research, plan and test your investments

Whether you’re new to investing, or need help planning or reviewing your portfolio, Investment Explorer shows how different investment funds have performed and how they can be fitted together to build a portfolio. You can also create comparisons of funds available from a wide variety of managers.

Start exploring investments today

DOESN’T INVESTING TAKE UP A LOT OF TIME?

Whichever route you take, you’ll need to put some time aside to monitor your investments and make sure they’re still helping you to achieve your goals.

Find out more about managing your charity's investments.

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Want to find out more?

GET IN TOUCH WITH OUR TEAM

Our experienced team can help you get started with investing or put you in touch with our expert advisers.

Contact us

CAF Investment Account

Maximise your charity’s cash for the longer term, by tapping into the widest range of charity-specific funds online.

Learn more about investing ► 

Understanding investing

Whether you’re new to investing or you’ve been investing for years, our resources can help you understand charity investing.

Visit the investment knowledge centre ► 

News from fund managers

Opinions and commentary on the market, brought to you by experts in the charity investment market.

Read the latest news ► 

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.

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

Charities Aid Foundation © | 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