Explore charity investments



We've answered some commonly-asked questions about using Investment Explorer to research and test your charity investments.

What is it? Sign up today

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.

  • How do I sign up for Investment Explorer?

    It’s simple to register for Investment Explorer with your name, organisation and email address.

  • Where do I find the latest Terms and Conditions for the Investment Explorer?
  • How does Investment Explorer work?

    Investment Explorer is an online tool provided and operated by Financial Express. FE gathers factual information from fund managers and allows you to search for specific funds and create portfolios, without risking your charity’s money.

  • What information is available?

    Investment Explorer provides a wide range of quantitative fund data, including fund information and historical performance figures. You can also access FE’s independent fund ratings, fund factsheets, reports and accounts.

  • 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.

  • Can you add a fund of my choice?

    We only have limited room available to add further funds, but we’ll try to accommodate any requests you have. In order for us to include a fund it will need to be available through the CAF Investment Account, and the fund manager will need to agree to provide the required information.

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Research, plan and test your investment choices without exposing your charity’s money.

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Our expert team is here to help with any questions you have about charity investing.

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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