Investments

INVESTMENT TOOLS FOR A SUSTAINABLE FUTURE

Investment tools to help your charity’s reserves reach their full potential.

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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.

BECOME A CONFIDENT CHARITY INVESTOR

Our Investment knowledge centre includes tips on planning and managing your charity’s investments.

You can find the latest news and commentary from our partners and in-house team, specifically for charities.

Check out our resources

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RESEARCH, PLAN AND CREATE PORTFOLIOS

Try our Investment Explorer – a free online tool that allows you to test your charity’s investment choices without exposing your charity’s money.

You can build virtual portfolios using a range of funds also available through the CAF Investment Account.

And when you’re ready, you can export your results to share with your board or trustees.

Try it out now

NEED INVESTMENT ADVICE?

Although CAF does not offer direct advice, if you need professional guidance or recommendations to review, plan or manage your investment portfolio, we can help you make the right decisions when choosing an advisor.

Find out more about investment advice
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MANAGE YOUR INVESTMENTS IN ONE PLACE

It can be an onerous task managing investments from multiple fund managers, so why not manage them all on the CAF Investment Account - the first digital platform designed exclusively for charities.

Free up time to focus on your charity’s goals

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WANT TO KNOW MORE ABOUT INVESTING?

Talk to us to find out more about charity investments.

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ABOUT CAF

We have over 30 years’ experience helping charities to manage their investments and make the most of their funds. And because we're a charity too, we understand the way you work, the challenges you face and the vital role that good governance plays in your success.

Investing now for a stronger financial future can go a long way to helping you achieve your charitable goals and ensuring a sustainable future.

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