CHARITY INVESTMENT KNOWLEDGE CENTRE

Making sense of charity investing

 

Important information

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.

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HELPING YOU TO MAKE GOOD INVESTMENT DECISIONS

The Investment knowledge centre includes the latest news and commentary on investing for your charity. With input from our expert partners and in-house team, our hub aims to educate and inspire.

WHAT ARE THE BENEFITS OF CHARITY INVESTING?

Whatever the size of your charity, making the most of your funds is one of the biggest responsibilities you face. As a charity, there are several reasons you might want to invest your money:

  • Maximise your long-term funds, in line with the Charity Commission guidance.
  • Generate a sustainable, reliable income to support your charity.
  • The potential to grow your money to expand in the future.
  • Could protect your funds against the impact of inflation.
  • The potential to generate better returns than holding cash in a bank account.

YOUR INVESTMENT OPTIONS

The CAF Investment Account platform

 

  • Manage all your investments through one secure, digital platform.
  • Keep track of investment performance and monitor transactions.
  • Generate reports easily and quickly.
  • Access over 1,200 funds, including the largest range of charity-specific funds, as well as UK and international equities.
  • Use dual authorisation to ensure all transactions have a clear audit trail.

CAF MANAGED PORTFOLIO SERVICE

Developed and operated by Octopus Investments, the CAF Managed Portfolio service gives you easy access to a range of investment profiles designed to meet specific risk and return objectives.

THE FREE INVESTMENT EXPLORER TOOL

Free to use. Create, review and save model portfolios.  Your charity’s information and model portfolios are kept secure. You don’t have to have a CAF Investment Account to use Investment Explorer. Register now

NEED CHARITY INVESTMENT ADVICE?

CAF Financial Solutions Limited does not provide financial advice, however we can give you information about organisations that can help.

To understand your options in terms of advice please check out our advice page.

And don’t forget to sign up to our investment newsletter.

Get a free consultation with one of our charity experts

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Further resources

News from fund managers

Opinions and commentary on the market, brought to you by experts in the charity investment market.

Read the latest news

Plan your charity’s investments

Once you’ve made the decision to invest, how do you research investment options?

Understanding investment choices

Need investment advice?

If your charity needs specific investment advice, check out our Investment advice for charities page for more information.

Check out our hints and tips

Events for charity investors

Deepen your knowledge of investing and meet other like-minded charity professionals at a selection of events for charity investors.

Find out what's on

Understanding investing

Our guide can help you understand the investment journey.

Download our guide
Reaching a mountain peak

Loans from CAF Bank

Flexible secured loans, between £50,000 and £5 million, for UK registered charities and not-for-profit organisations.

Finance your future goals

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.

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

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