CAF Investment Account

WHAT IS A CHARITY SPECIFIC FUND?

These are a range of funds designed specifically for charities. You’ll be investing through Fund Managers who understand the market and the needs of charities.

WHY CHOOSE A CHARITY-SPECIFIC FUND?

Charity-specific funds can help charities diversify their investments, and some have cost benefits or a closer tie to ethical investing. This does depend on the fund, so make sure you choose funds that suit your needs.

What are Common Investment Funds (CIFs)?

Common Investment Funds (CIFs) are just one type of charity-specific fund. UK-based charities can invest in CIFs, which are a type of pooled investment specifically set up for charities. As charities themselves, CIFs allow charities to invest together alongside other organisations that share similar risk profiles and income needs.

CIFs can come with a number of benefits for charity investors. They can:

  • qualify for exemption from income tax and capital gains tax
  • qualify for exemption from stamp duty on the purchase of UK equities
  • help to spread risk by investing across a range of asset classes (eg equities or bonds)
  • offer low minimum investment levels
  • keep administration simple by distributing income gross of tax
  • provide reassurance to your board, as they’re regulated by the Charity Commission

INVEST IN A CHARITY-SPECIFIC FUND

The CAF Investment Account has the widest range of funds designed with charities in mind.

Want to know more?

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Contact our expert team to find out more about charity-specific funds.

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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

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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).