Investments for charities

With the needs of the
charitable sector in mind

Investments can be a vital part of your charity's long term planning and growth. That's why we've developed a flexible suite of investments with award-winning partners to suit charities of all sizes.

CAF Managed Portfolio Service

Operated by Octopus Investments Limited

This service provides access to a range of investment profiles from Octopus. Once you’ve selected the right profile for your organisation, Octopus will create a portfolio and manage it to reflect the structure of your selected investment profile.

Call us direct on 03000 123 444 (9am - 5pm Monday to Friday, except English bank holidays) or fill out an enquiry form to discuss your needs.

CAF Direct Investment Service

If your charity has a clear understanding of its investment needs, you can select from any combination of the following available funds.

CAF Socially Responsible Portfolio (SRP)

Provided by BMO Global Asset Management (BMO), a trading name of F&C Fund Management Ltd

The SRP gives you access to a range of funds that allow your charity to invest ethically.

If you would like supplementary information about BMO, read 'How to do business with us'.

If you have any queries about the CAF SRP, please contact CFSL in the first instance on 03000 123 444.

CAF UK Equitrack Fund

Provided by Legal & General Investment Management Ltd

A low-cost tracker fund for charities looking to invest over the medium to long-term.

FP CAF Investment Funds

Provided by Octopus Investments Limited

Four FP CAF Investment Funds, each of which focuses on a specific class of assets.

Call us direct on 03000 123 444 (9am - 5pm Monday to Friday, except English bank holidays) or fill out an enquiry form to discuss your needs.

 

Tools and guides

We’ve put together some tools and guides to help you make the right choice for your charity - and make the most of your money.

Existing customers

If you're an existing customer you can find how your funds are performing.

 

These products are promoted by CAF Financial Solutions Limited. The service is provided by Octopus Investments Limited, Legal and General Investment Management Ltd and F&C Fund Management Ltd (trading as BMO Global Asset Management).

 

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Legal and regulatory 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.

 

Do you feel confident in your investment decisions?

Writing a robust investment policy, which fits your charity's goals, is a great foundation for good governance.

View our presentation