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.

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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Contact us

WANT TO KNOW MORE ABOUT INVESTING?

Talk to us to find out more about charity investments.

Talk to us today

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.