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 or income returns that will be generated.

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Managed Portfolio Service

With Aberdeen Standard Capital

Made to support your investment goals

When you have unique needs, you need a unique approach. Our Managed Portfolio Service is built around the specific investment goals of a CAF Charitable Trust.

We chose our investment management partner Aberdeen Standard Capital for its vast experience of working with charities. Like us, they are dedicated to helping charitable funds make a lasting financial and social impact.

Key features and benefits

Meet the specific needs of your organisation

A range of ‘Investment profiles’ offering differing levels of risk ensure your investment continues to match the profile your trustees select.

A professionally managed offering

Giving you access to a wide range of investments with the potential of delivering consistent returns on a total return basis, all within a single portfolio structure.

Designed to align with Charity Commission guidance (CC14)

CC14 outlines guidance on existing and new requirements for Trustees, regarding any investments that they make on behalf of a charity

Talk to us

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. 

Contact us

About The Fund Manager

Aberdeen Standard Capital is an award-winning1 discretionary investment manager, focused on providing the best long-term financial outcomes for clients.

With one of the fastest growing charity teams in the industry2, it has extensive experience working directly with charities, trustees, private clients, financial advisers, accountants and solicitors, both in the UK and internationally. Its investment solutions target a broad range of client outcomes designed to meet clients’ current and future financial  needs.

Launched in 2008, Aberdeen Standard Capital is the discretionary investment arm of Aberdeen Standard Investments, the asset management division of Standard Life Aberdeen group3.

Aberdeen Standard Capital is in the unique position of being able to combine its boutique portfolio management expertise and analysis with that generated by Aberdeen Standard Investment’s 1,200 global investment professionals. This allows it to offer institutional-quality investment management and global research capabilities, not usually available to private clients and smaller charities.

1  Recent awards won include: The Private Asset Management (PAM) Award for Innovation (2020) and Sustainable Investing Solution Award (2019); the Investment WeekSustainable & ESG Investment Award for Best ESG Wealth Manager / Discretionary Fund Manager (2019).

 2 Charity Finance Fund Manager Survey 2020 - ranked second on percentage assets under management increase

3Standard Life Aberdeen plc is listed on the London Stock Exchange with approximately 1.2 million shareholders worldwide and a heritage stretching back over 180 years

Aberdeen Standard Capital Logo

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 or income returns that will be generated.

Aberdeen Standard Capital Limited, registered in Scotland (SC317950) at 1 George Street, Edinburgh EH2 2LL. Aberdeen Standard Capital 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).

Charities Aid Foundation © | Registered Charity Number 268369
25 Kings Hill Avenue, Kings Hill, West Malling, Kent ME19 4TA
10 St. Bride Street, London EC4A 4AD
Telephone: 03000 123 000