CAF Investment Account

CHARITY-SPECIFIC FUNDS

When it comes to investing, charities want to choose funds that fit their specific needs. That’s why there’s a range of funds designed specifically for charities.

INVESTMENTS THAT MEET YOUR NEEDS

You can't buy or manage this comprehensive range of charity-specific funds anywhere else online.

Below is a list of charity-specific funds available through the CAF Investment Account. These funds are either:

  • funds which are only available to charitable organisations, including Common Investment Funds (CIFs), or
  • share classes of funds not normally available to small and medium-sized charities – which could be cheaper than other share classes of the same fund bought elsewhere

As well as charity-specific funds, you can also choose from a wide range of other funds available through the Account.

And if you already have investments elsewhere, don't worry - it's simple to transfer them into the CAF Investment Account.

The content of the documents linked below is the responsibility of the relevant Fund Managers and has not been independently verified by CAF or any member of CAF’s group of companies. CAF and its group companies accept no liability for any inaccurate information and/or materials provided by the relevant Fund Managers.

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Alpha CIF for Endowments

The Fund aims to generate long term capital and income growth through investment in a broadly diversified portfolio of equities, bonds, property, alternative assets and cash. For UK registered charities investing for the long-term.

The Fund aims to generate long term capital...

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Alpha CIF for Income and Reserves

The Fund aims to generate a consistently attractive level of income coupled with the potential for long term capital appreciation, whilst aiming to preserve the value of capital over the shorter term.

The Fund aims to generate a consistently...

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The Amity Balanced Fund for Charities

A tax efficient fund that aims to achieve a balance between capital growth and income by investing in a diversified portfolio of UK and international equities and fixed interest securities that adhere to our socially responsible investment criteria.

A tax efficient fund that aims to achieve a...

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The Amity Global Equity Income Fund for Charities

Aims to provide an above average income and capital growth over the longer term by investing in higher yielding global equities that make a positive contribution to society and environment though sustainable and socially responsible practices.

Aims to provide an above average income and...

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CAF UK Equitrack Fund

A collective investment scheme that aims to mirror the capital and income returns of the UK Stock Market. It is passively managed by Legal & General Investment Management.

A collective investment scheme that aims to...

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Charibond

Aims to provide a high level of income while preserving capital values from a portfolio of UK government bonds (gilts) and corporate bonds. Both the level of income, and the value of capital invested, may vary and are not guaranteed.

Aims to provide a high level of income while...

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Charifund

Designed to provide a higher level of income than that of the FTSE All-Share Index, while at the same time protecting capital from the effects of inflation. The fund has a well-diversified portfolio, mainly of high yielding UK company shares.

Designed to provide a higher level of income...

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Charity Equity Fund

The Charity Equity Fund aims to achieve a rate of total return above that of the FTSE All Share Index on a rolling five year basis.

The Charity Equity Fund aims to achieve a...

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Charity Multi-Asset Fund

The Charity Multi-Asset Fund is a long term investment fund with a diversified strategy investing in equities, bonds, property and alternative assets.

The Charity Multi-Asset Fund is a long term...

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The Equity Income Trust for Charities

Aims to provide a portfolio yield in excess of the FTSE All-Share Index, targeting a premium of 30 per cent through investing in UK equities.

Aims to provide a portfolio yield in excess...

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FP CAF Alternative Strategies Fund

By investing in alternative investment strategies across multiple asset classes, this sub-fund aims to deliver a positive return in any market environment over a 12-month rolling period.

By investing in alternative investment...

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FP CAF Fixed Interest Fund

This sub-fund’s goal is to deliver higher combined income and capital growth than the global bond markets over a medium to long-term timeframe.

This sub-fund’s goal is to deliver higher...

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FP CAF International Equity Fund

With a medium to longer-term focus, this sub-fund targets higher capital growth than the global equity market average (excluding the UK).

With a medium to longer-term focus, this...

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FP CAF UK Equity Fund

Focusing on the medium to longer term, the sub-fund aims to generate higher achieve higher capital growth than the UK equity market average.

Focusing on the medium to longer term, the...

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The Income Trust for Charities

The Income Trust for Charities aims to provide a high and steady level of income through investing mainly in UK government and other fixed interest securities, or derivatives thereof.

The Income Trust for Charities aims to...

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M&G Episode Allocation fund

A multi-asset fund that aims to maximise total return. A flexible approach to capital allocation between asset classes is adopted in response to changes in economic conditions and the valuation of assets.

A multi-asset fund that aims to maximise...

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M&G Episode Income Fund

A multi-asset fund aiming to generate a high and rising level of income, alongside capital growth. A flexible capital allocation regime is adopted in response to changes in economic conditions and asset valuations.

A multi-asset fund aiming to generate a high...

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M&G Global Dividend Fund

Aims to deliver a dividend yield above the market average from a focused portfolio of global equities. The Fund aims to grow distributions over the long term whilst also maximising total return.

Aims to deliver a dividend yield above the...

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M&G Global Select Fund

Aims to maximise long term total return by investing in a range of global equities, across a wide range of geographies and sectors. Income is of secondary importance to capital growth.

Aims to maximise long term total return by...

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M&G Short Dated Corporate Bond Fund

Aims to provide income with stability of capital investing mainly in debt instruments, floating rate notes, gilts and corporate bonds. The Fund’s exposure to debt instruments may be gained through the use of derivatives.

Aims to provide income with stability of...

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M&G UK Inflation Linked Corporate Bond Fund

Aims to protect the value of capital and income from inflation by generating a return consistent with or greater than UK inflation. Invests mainly in corporate bonds and floating rate notes. Derivatives may be used in pursuit of the fund objective.

Aims to protect the value of capital and...

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M&G Optimal Income Fund

Aims to provide a total return to investors based on exposure to optimal income streams in investment markets, through strategic allocation across a range of assets. May include government and corporate bonds & equities, with use of derivatives permitted.

Aims to provide a total return to investors...

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M&G Global High Yield Bond Fund

Designed to maximise total return while generating a high level of income. Invests predominantly in higher yielding corporate bonds that may be denominated in all major global currencies, with derivatives used to hedge these currencies into sterling.

Designed to maximise total return while...

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Trojan Ethical Income Fund

Please see factsheets and other accompanying information for more details.

Please see factsheets and other accompanying...

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Trojan Fund

Please see factsheets and other accompanying information for more details.

Please see factsheets and other accompanying...

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Trojan Global Equity Fund

Please see factsheets and other accompanying information for more details.

Please see factsheets and other accompanying...

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Trojan Income Fund

Please see factsheets and other accompanying information for more details.

Please see factsheets and other accompanying...

MANAGED PORTFOLIO SERVICE FROM CAF

If you're not ready to manage your own investments online, the CAF Managed Portfolio Service* gives you easy access to a range of investment profiles that could meet your specific risk and return objectives.

*This service is promoted by CAF Financial Solutions Limited and operated by Octopus Investments.

FREQUENTLY ASKED QUESTIONS

  • We’re a small charity – why should we invest?

    There are several reasons you might want to invest your charity's money:

    • to generate a sustainable, reliable income to support your charity
    • to protect your funds against the impact of inflation
    • to manage your longer term reserves in accordance with Charity Commission guidance (see Charity Commission Guidance Note CC14)

    Discover the other reasons for investing.

  • Should we speak to an independent financial adviser?

    Different investments suit different investors; an independent financial adviser can assess your individual circumstances, give you an overview of your options, recommend the best route and provide ongoing support. To find one in your area, visit www.unbiased.co.uk.

  • How do I calculate our risk appetite?

    Every investment carries risks, even a simple cash deposit, but it's important to understand and manage them. You need to think about everything from how comfortable you are that the total value of your charity's assets might fluctuate to how easily you need to access your money.

    Our article on writing an investment policy includes some things to think about when calculating your appetite for risk.

Can’t find the answer to your question?

Contact our team who are happy to help.

Get in touch now

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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.

Full legal information 

Regulatory information

RELATED CONTENT

Picking the right investment approach


Weigh up the pros and cons of active and passive investment approaches.

Build the foundations for your charity’s investments


Having a written investment policy is a legal requirement for your charity. Find out how to write one that works for you.

Don’t put all your eggs in one basket


Discover how investing across a range of asset classes can help you manage risk in your portfolio.

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