Charity Investment

Investing for profit and a fairer, greener future

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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 or income returns that will be generated.

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We offer a range of funds for charitable investors with a focus on financial returns which also incorporate ESG (Environmental, Social, Governance) outcomes.

ESG investing is a strategy that puts money to work with companies that strive to make the world a better place. Potential investments are screened against a set of standards to ensure that the fund only holds assets that meet those criteria.

The funds are only open to charitable investors, and the pooling of investment allows for greater diversification than could be achieved with a smaller amount of money, hence reducing risks

Explore the IFSL CAF ESG funds

There are three IFSL CAF ESG Funds with clear aims, investment policies and targets, to enable charitable investors to choose the most appropriate fund or funds for their needs based on risk and return appetite.

All funds are actively managed by LGT Wealth Management, this means that the investment manager decides which investments to buy or sell and when. They will have exposure to ESG focused investments through a broad range of asset classes and investments across different industries and geographical regions, however not all asset classes may be held at all times.

The aim of each fund is to increase the value of an investment over a minimum of 5 years through a combination of capital growth - which is profit on investments held, and income received by the Fund – which is money paid out of investments, such as dividends from shares and interest from bonds.

IFSL CAF ESG Cautious Fund

Estimated Income Range:
  2.0 – 3.0% per annum

Target return: CPI + 1.5% over rolling 5 year period

Comparator benchmark: ARC Balanced Asset ACI

More on this fund
Download factsheet

 

MSCI AA

Find out more about MSCI ESG ratings and what that means for you.

IFSL CAF ESG Income and
Growth Fund

Estimated Income Range:
3 – 4% per annum

Target return: CPI + 3% over rolling 5 year
period

Comparator benchmark: ARC Sterling Steady Growth ACI

More on this fund
Download factsheet

 

MSCI AA

Find out more about MSCI ESG ratings and what that means for you.

IFSL CAF ESG Growth Fund

Estimated Income Range:
2.0 – 3.0% per annum

Target return: CPI + 4% over rolling 5 year period

Comparator benchmark: ARC Sterling Steady Growth ACI

More on this fund
Download factsheet

 


MSCI AA

Find out more about MSCI ESG ratings and what that means for you.

Helping you make good investment decisions

Our Investment knowledge centre includes the latest news and commentary on investing for your charity. With input from our expert partners and in-house team, our hub aims to educate and inspire.


KNOWLEDGE CENTRE Frequently asked questions Download our Funds brochure

Welcome to the Charities Aid Foundation

We help donors to give more impactfully and charities to build their resilience so they can do more of their life-changing work.

Personal giving From one-off donations to long-term giving, or designing your personal philanthropic strategy, we work together to help you realise your giving ambitions. Corporate giving You have the vision for making a difference. So do we. We help you plan how to give based on your goals. Services for charities Helping your charity or social enterprise become more resilient. Insights Discover the latest insights for donors and charitable organisations to help create a greater impact About us We are a leading charity, working at the centre of the giving world. We help donors to give more impactfully and charities to build their resilience so they can do more of their life-changing work. Donate  
 
 
 

Personal giving

From one-off donations to long-term giving, or designing your personal philanthropic strategy, we work together to help you realise your giving ambitions.

DISCOVER OUR PERSONAL GIVING SOLUTIONS

Corporate giving

You have the vision for making a difference. So do we. We help you plan how to give based on your goals.

DISCOVER OUR CORPORATE GIVING SOLUTIONS

Services for charities

Helping your charity or social enterprise become more resilient.

DISCOVER HOW WE SUPPORT CHARITIES

Insights

Discover the latest insights for donors and charitable organisations to help create a greater impact

Explore

About us

We are a leading charity, working at the centre of the giving world. We help donors to give more impactfully and charities to build their resilience so they can do more of their life-changing work.

Find out more about CAF

Do you want to speak to us about investments?

Our free consultations are informal and informative

We’ll discuss how our investment solutions work, and whether they could be a good fit for your charity. You don’t have to make any commitment. We’ll simply do everything we can to help, then leave you to make up your own mind.

Speak to our expert team

Key documents for the IFSL CAF ESG Funds

Who we work with to provide this service

About the investment manager

LGT Wealth Management

LGT Wealth Management (LGT) is a UK-based wealth management firm and is part of the world’s largest private bank and asset manager owned by a single family. Through their efficient management and organisational structure, they are able to make decisions quickly and independently. LGT takes a long-term holistic approach, and are actively involved in promoting the sustainable development of society and the environment.


About the fund administrator

IFSL Fund Services Logo
IFSL provides expert independent ACD and fund administration services – allowing you to get on with what you do best, whether that’s investment management or advising clients, secure in the knowledge that highly experienced specialists are managing all aspects of fund operation and oversight on your behalf. We take a client-led partnership approach, working closely with you and ensuring high levels of regulatory awareness and oversight that protect your interests and those of your investors.

Investment involves risk. The value of investments, and the income from them, can go down as well as up and an investor may get back less than the amount invested.  There is no guarantee about the level of capital or income returns that will be generated. Past performance is not a guide to future results.

LGT Wealth Management UK LLP is authorised and regulated by the Financial Conduct Authority Registered in England and Wales: OC329392. Registered office: 14 Cornhill, London, EC3V 3NR.

LGT Wealth Management Limited is authorised and regulated by the Financial Conduct Authority. Registered in Scotland number SC317950 at Capital Square, 58 Morrison Street, Edinburgh, EH3 8BP.

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).

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