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The charities investment market is a substantial one with the top 10 investment firms serving the market managing just over £32 billion of assets for nearly 1600 charities[1].

Having a pooled investment vehicle which is regulated directly by the Financial Conduct Authority (FCA) and tax efficient for charities and with features which are able reflect the particular needs of charity investors has been an aspiration for some years now. This is now available in the form of the Charity Authorised Investment Fund (CAIF), the first of which was registered with the Charity Commission on 12 December 2017.

In this briefing Grania Baird seeks to respond to key questions interested parties in the CAIF may have.

You can read the briefing here.

[1] This figure is based on the Charity Investment Spotlight report published by Wilmington Insight in June 2016 and is available here.

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