THE CHARITY INVESTMENT EXPLORER TOOL

Free, zero risk, portfolio development

 

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.

I understand, please proceed

< Back

TRY FREE PORTFOLIO MODELLING

Investment Explorer is a free tool which lets you design, test, create and compare portfolios, before investing your charity’s money through the CAF Investment Account.

It's a simple, safe and secure way to learn about investing, create reports for your trustees or to perfect your own skills before you get started for real.

Investment Explorer is offered to you by CAF and operated and supplied by FE, a leading provider of data, ratings and research to the investment management industry. 

Free Knowledge Centre

Looking for free charity investment information? Our Investment knowledge centre, with articles from planning your investments, to the latest market updates from our fund management partners.

Download our free guide to getting started on your investment journey

NEWSLETTERS FOR CHARITY PROFESSIONALS

Get the latest news and views to help your charity make a bigger impact.

Sign up now

Get a free consultation with one of our charity experts

We, the CAF Group would like to send you information about other related products and services that we believe will be of interest to you.

I would like to receive this information by [tick all that apply]:

For information about how CAF handles your information see our Privacy Notice.

CAF and the companies in which it has a majority stake, or their subsidiaries (defined here as the Group) will not share your information with any outside organisation except as part of providing a product/service or when legally obliged to do so.

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
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

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

Full regulatory information