CAF Investment Account

CAF MANAGED PORTFOLIO SERVICE

Access a wide range of investments in a single, managed portfolio

WHAT IS THE CAF MANAGED PORTFOLIO SERVICE?

If you're not ready to invest through the CAF Investment Account, we’ve got an alternative option that takes the decision-making off your agenda. 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:

HOW DOES IT WORK?

First, your trustees and/or board members need to pick the right investment profile for your organisation. Your investment profile is made up of two or more of the four sub-funds of the FP CAF Investment Fund*, which generate their returns from a specific asset class (for example, equities or bonds).

The sub-funds are then combined to create a diversified investment portfolio. You can also specify the level and frequency of withdrawals to suit your charity's cashflow needs.

Next, Octopus Investments will:

  • build an investment portfolio
  • manage your portfolio in line with your chosen investment profile
  • regularly review all investment profiles to ensure you get the best potential for returns within your chosen risk limits
  • automatically reflect any changes to your investment profile in your underlying portfolio
  • send your regular reports to keep you in touch with portfolio activity

View our fees and charges

CFSL can't provide investment advice or ongoing portfolio management. Different investments suit different investors, so it’s important to get advice from an independent financial adviser. To find one in your area, visit www.unbiased.co.uk.

*A range of multi-manager funds managed by Octopus Investments.

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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 gains or income that will be generated.

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Regulatory information

Disclaimer

The CAF Investment Account is offered to you by CAF Financial Solutions Limited (CFSL) and is operated and supplied by Interactive Investor Trading Limited. Interactive Investor Trading Limited is authorised and regulated by the Financial Conduct Authority. Registered Office: Standon House, 21 Mansell Street, London E1 8AA.

CAF Financial Solutions Limited (CFSL) is authorised and regulated by the Financial Conduct Authority. Registered office is 25 Kings Hill Avenue, Kings Hill, West Malling, Kent ME19 4TA. CFSL is a subsidiary of Charities Aid Foundation (registered charity number 268369).


Charities Aid Foundation © 2016 | 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