Investment Explorer

EXPLORE CHARITY INVESTMENTS

Build virtual portfolios from a selection of the funds available through the CAF Investment Account*. Research, plan and test your investment choices without exposing your charity’s money.

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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.

RESEARCH, DISCOVER AND LEARN

Investment Explorer is a free tool which lets you design, back-test, create and compare portfolios, before investing your charity’s money through the CAF Investment Account.

It's a simple, safe and secure way to learn about investing, create reports for your trustees or to perfect your own skills before you get started for real.

Investment Explorer is offered to you by CFSL and operated and supplied by FE, a leading provider of data, ratings and research to the investment management industry.

A TOOL DESIGNED WITH CHARITIES IN MIND

Free to use

It doesn’t cost a penny to create, review and save model portfolios.

Stay secure

Your charity’s information and model portfolios are kept secure.

Access for all

You don’t have to have a CAF Investment Account to use Investment Explorer.

TRY BEFORE YOU BUY

Investment Explorer lets you research funds and create unlimited portfolios safely and easily without exposing your charity’s money.

You can also create in-depth fund comparison reports to share with your trustees.

Monitor your virtual investment portfolio

MONITOR YOUR VIRTUAL PORTFOLIO

Once you’ve created your portfolio, Investment Explorer lets you revisit it as often as you like to monitor the performance. You can also create multiple portfolios to cover different scenarios and potential needs.

RESEARCH AND REPORT

With Investment Explorer, you can view the latest fund research, valuations and performance charts for the funds you select.

You’ll also have access to independent fund ratings supplied by FE which might help shape your thinking.

Save, print and export your work

SAVE YOUR PORTFOLIOS

Investment Explorer lets you securely save, print and export your portfolios to share with your trustees.

A WIDE CHOICE OF FUNDS

Investment Explorer is designed to help you explore and understand investments.

We’ve included around 500 of the funds that are currently available to trade on the CAF Investment Account. These funds include those that have been created by fund managers with charity investors in mind and those funds that make cheaper share classes available to charity investors. There’s also a range of other funds used by our charitable investors; together this range of funds covers the major asset classes.

Please note: The inclusion of a fund on Investment Explorer is not an endorsement or recommendation of its suitability for your charity’s portfolio.

FREQUENTLY-ASKED QUESTIONS

  • Why do you only include funds?

    Investment Explorer is designed to appeal to as wide a range of charity users as possible. Unfortunately we’re unable to include all funds or direct Stock Market investments eg FTSE 100 companies. We hope the range gives a representative sample of most of the different types of assets that you could choose to include in the portfolios you create.

  • Is Investment Explorer free to use?

    There are no fees or charges to use Investment Explorer.

  • Can I convert my Investment Explorer portfolio in to a real portfolio on the CAF Investment Account?

    Unfortunately you can’t convert your model portfolio into a real portfolio. However it’s easy to create a portfolio with the CAF Investment Account.

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Can’t find the answer to your question?

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Are you ready to start investing?

The CAF Investment Account is the only secure, digital trading platform designed with charities in mind.

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Investment Knowledge Centre

Want to know more about investing?

Our knowledge centre is packed with articles to educate and inspire. From the moment you start thinking about investing through to managing your funds, we can help.

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TAKE THE NEXT STEP

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* CAF Financial Services Limited (CFSL) does not recommend or endorse the suitability of these funds for charitable investors.

The Investment Explorer is offered to you by CAF Financial Solutions Limited and is operated and supplied by Financial Express Limited. Financial Express is authorised and regulated by the Financial Conduct Authority.

CAF Financial Solutions Limited (CFSL) is authorised and regulated by the Financial Conduct Authority FRN 189450. 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).

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