The IFSL CAF UK Equity Fund, with Discretionary investment management from abrdn*, aims to generate higher capital growth than the UK equity market average. This capital growth is profit on investments which are held over a minimum of 5 years.

This Fund will have exposure to at least 80% in UK companies (meaning shares of companies that are listed and domiciled in the UK, or incorporated in the UK). This may include up to 20% held directly in shares of UK companies.

Due to the nature of investments held, the Fund is also likely to provide an income, however this is not the primary focus of the Fund.

abrdn ifsl

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If you'd like more information on the investment options available with a CAF Charitable Trust, please get in touch with our private client team. 

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Further Detail and Documentation

Please find the IFSL CAF Fund factsheet and charges and costs document in the list below. Key Investor Information Document's (KIID's), prospectus', reports and supplementary sub-fund specific information can be easily accessed and downloaded from CAF's profile on the IFSL Fund Services website.

If you have any further questions about this specific fund do not hesitate to get in touch with our expert philanthropy team

* For operational reasons, Investment Fund Services Limited (IFSL) have appointed abrdn Investment Management Limited as investment manager. abrdn Investment Management Limited will then sub delegate the investment management to abrdn Capital Limited. Both abrdn Investment Management Limited and abrdn Capital Limited are part of the abrdn group.

abrdn Capital Limited, registered in Scotland (SC317950) at 1 George Street, Edinburgh EH2 2LL. abrdn Capital Limited is authorised and regulated by the Financial Conduct Authority.

Investment Fund Services Limited (IFSL) is the Authorised Corporate Director (ACD) for the IFSL CAF Investment Funds. IFSL is registered in England No 06110770 and is authorised and regulated by the Financial Conduct Authority. Registered office: Marlborough House, 59 Chorley New Road, Bolton, BL1 4QP.

CAF Financial Solutions Limited (CFSL) is authorised and regulated by the Financial Conduct Authority under registration number 189450. CFSL Registered office is 25 Kings Hill Avenue, Kings Hill, West Malling, Kent ME19 4TA. Registered in England and Wales under number 2771873. CFSL is a subsidiary of Charities Aid Foundation (registered charity number 268369).

Full legal Information 

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