Investments

REINVIGORATE YOUR CHARITY’S INVESTMENTS

Make the move to more efficiently manage your investments and create a more sustainable future for your charity.

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.

HELPING YOU MANAGE YOUR INVESTMENTS

Staying on top of the ups and downs of the market can be daunting. But if you have investments and don’t actively manage them, you could be missing out on creating a more sustainable future for your charity.

MAKING A BIGGER IMPACT WITH YOUR CHARITY’S FUNDS

Whatever the size of your charity, making the most of your long-term funds is one of the biggest responsibilities you face.

But don’t worry, we can help. From balancing risk with the potential to make a real difference to your beneficiaries, to understanding the Charity Commission’s guidance around your obligations – we’ve got the resources to help you proactively plan your investments.

Honey jar Frank image

A ONE-STOP SHOP TO MANAGE YOUR INVESTMENTS

Managing your investments on a regular basis needn’t be an onerous task. The award-winning CAF Investment Account is the first and only secure digital trading platform designed exclusively for charities.

You can buy and manage over 1,200 funds, including charity-specific funds, plus companies listed on the London Stock Exchange and other stock markets worldwide.

Transfer your existing funds

It’s easy to transfer in your existing funds when you apply for a CAF Investment Account, or after your account has been opened. What’s more, we won't charge you to transfer in your charity’s existing investments.

If you decide to change share class, other charges may apply.

Staying secure

We've invested in robust data encryption and the latest online security technology to keep your investments safe and secure.

BENEFITS OF THE CAF INVESTMENT ACCOUNT

Range of investments

Designed exclusively for charities

A range of investment options so that you can choose the funds that suit you — whatever your charity’s size.

Charity Specific Funds

A one-stop shop for charity-specific funds

Invest in over 1,000 funds, including the widest range of Common Investment Funds (CIFs) online.

Growth

Dual authorisation functionality

Mandatory dual authorisation for every trade*, for greater protection against fraudulent or accidental transactions.
* Cash withdrawals to follow

Home location

Investing elsewhere?

It’s easy to transfer your investments into the CAF Investment Account and benefit from managing them all in one place.

EXPLORE CHEAPER SHARE CLASSES

If you invest via a fund manager you might find that the CAF Investment Account includes your existing funds with cheaper share classes. Lower charges could mean higher overall returns from the fund, so it's worth thinking about whether switching share class makes sense for you.

 

WE UNDERSTAND YOUR CHALLENGES

Expert insights into the challenges you face

The CAF Investment Account supports charities in meeting their investment goals. CAF has 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 charity's success.

HOW OUR PRICING WORKS

We've broken the costs down into three parts:

  • Account fees
  • Transaction charges
  • Fund charges

Try our calculator to see what your costs could be.

Check out our pricing in detail

RESOURCES

Whether you want to set up a CAF Investment Account, or simply want to read the small print, you can find all the resources you need right here.

Essential reading

Help to research, plan and test your investments

Whether you’re new to investing, or need help planning or reviewing your portfolio, Investment Explorer shows how different investment funds have performed and how they can be fitted together to build a portfolio. You can also create comparisons of funds available from a wide variety of managers.

Start exploring investments today

Find out more

CONTACT US

Talk to us to find out more about the CAF Investment Account.

Talk to us today

MORE ABOUT CHARITY INVESTING

Investment knowledge centre

Investment events, news and views specifically selected for charities.

Check out our resources

Manage your charity’s investments

How can you make sure that you’re getting the best from your investments?

Reviewing your portfolio
Couple helping each other up a mountain

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

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