IFSL CAF ESG funds

With Discretionary investment management from abrdn*

We offer a range of funds for charitable investors with a focus on financial returns which also incorporate ESG (Environmental, Social, Governance) outcomes.

ESG investing is a strategy that puts money to work with companies that strive to make the world a better place. Potential investments are screened against a set of standards to ensure that the fund only holds assets that meet those criteria.

There are three IFSL CAF ESG Funds with clear aims, investment policies and targets, to enable charitable investors to choose the most appropriate fund or funds for their needs based on risk and return appetite.

The funds are only open to charitable investors, and the pooling of investment allows for greater diversification than could be achieved with a smaller amount of money, hence reducing risks.

Download brochure

More about the funds

All funds are actively managed by abrdn, a market-leading name in investment management with ESG at the core of its’ investment processes.

This means that the investment manager decides which investments to buy or sell and when. They will have exposure to ESG focused investments through a broad range of asset classes and investments across different industries and geographical regions, however not all asset classes may be held at all times.

The aim of each fund is to increase the value of an investment over a minimum of 5 years through a combination of capital growth - which is profit on investments held, and income received by the Fund – which is money paid out of investments, such as dividends from shares and interest from bonds.
Watch our video


 

Explore the CAF ESG funds

IFSL CAF ESG Cautious Fund (Medium-low risk)

The aim of the Fund is to increase the value of an investment over a minimum of 5 years through a combination of capital growth - which is profit on investments held, and income received by the Fund - which is money paid out of investments, such as dividends from shares and interest from bonds. The Fund also aims to outperform, over any rolling 5 year period, inflation plus 1.5% per annum. Inflation is measured as the UK Consumer Prices Index for these purposes.

Estimated Income Range:
1.5 – 2.5% per annum

Benchmark CPI+1.5%

Find out more

 

MSCI AA

IFSL CAF ESG Income and Growth Fund (Medium Risk)

The aim of the Fund is to increase the value of an investment over a minimum of 5 years through a combination of capital growth - which is profit on investments held, and income received by the Fund - which is money paid out of investments, such as dividends from shares and interest from bonds. The Fund also aims to outperform, over any rolling 5 year period, inflation plus 3% per annum. Inflation is measured as the UK Consumer Prices Index for these purposes.

Estimated Income Range:
3 – 4% per annum

Benchmark CPI+3%

Find out more

 

MSCI AAA

IFSL CAF ESG Growth Fund (Medium-High Risk)

The aim of the Fund is to increase the value of an investment over a minimum of 5 years through a combination of capital growth - which is profit on investments held, and income received by the Fund - which is money paid out of investments, such as dividends from shares and interest from bonds. The Fund also aims to outperform, over any rolling 5 year period, inflation plus 4% per annum. Inflation is measured as the UK Consumer Prices Index for these purposes.

Estimated Income Range:
1.5 – 2.5% per annum

Benchmark CPI+4%

Find out more

 

MSCI AAA

Do you want to speak to us about investments?

Our free consultations are informal and informative

We’ll discuss how our investment solutions work, and whether they could be a good fit for your charity. You don’t have to make any commitment. We’ll simply do everything we can to help, then leave you to make up your own mind.
Speak to our expert team

Frequently asked questions

 

About The Fund Manager

Discretionary investment management from abrdn is an award-winning1 discretionary investment manager, focused on providing the best long-term financial outcomes for clients.

With one of the fastest growing charity teams in the industry2, it has extensive experience working directly with charities, trustees, private clients, financial advisers, accountants and solicitors, both in the UK and internationally. Its investment solutions target a broad range of client outcomes designed to meet clients’ current and future financial needs.

As the  discretionary investment arm of abrdn group3, they are  in the unique position of being able to combine its boutique portfolio management expertise and analysis with that generated by abrdn’s 1,200 global investment professionals. This allows it to offer institutional-quality investment management and global research capabilities, not usually available to private clients and smaller charities.

1  Recent awards won include: The Private Asset Management (PAM) Award for Innovation (2020) and Sustainable Investing Solution Award (2019 & 2021); the Investment Week Sustainable & ESG Investment Award for Best ESG Wealth Manager / Discretionary Fund Manager (2019).

 2 Charity Finance Fund Manager Survey 2020 - ranked second on percentage assets under management increase.

3 abrdn plc is listed on the London Stock Exchange with approximately 1.2 million shareholders worldwide and a heritage stretching back over 180 years.

abrdn_Logo_Stacked_Black_RGB

Investment involves risk. The value of investments, and the income from them, can go down as well as up and an investor may get back less than the amount invested.  There is no guarantee about the level of capital or income returns that will be generated. Past performance is not a guide to future results.


abrdn Capital Limited, registered in Scotland (SC317950) at 1 George Street, Edinburgh EH2 2LL. abrdn Capital Limited is authorised and regulated by the Financial Conduct Authority.

Investment Fund Services Limited (IFSL) is the Authorised Corporate Director (ACD) for the IFSL CAF Investment Funds. IFSL is registered in England No 06110770 and is authorised and regulated by the Financial Conduct Authority. Registered office: Marlborough House, 59 Chorley New Road, Bolton, BL1 4QP.

CAF Financial Solutions Limited (CFSL) is authorised and regulated by the Financial Conduct Authority under registration number 189450. CFSL Registered office is 25 Kings Hill Avenue, Kings Hill, West Malling, Kent ME19 4TA. Registered in England and Wales under number 2771873. CFSL is a subsidiary of Charities Aid Foundation (registered charity number 268369).

Full legal Information 

Full regulatory information