A unique investment fund designed for charities with ethical concerns

Charifaith will be the first UK Common Investment Fund that seeks to exclude investments that are contrary to Catholic ethos and teaching.

The Fund will combine the assets of a number of charities that share similar values and will apply a disciplined investment policy and process, providing a low cost pooled investment solution to investors.

 At a glance
  • Multi-asset investment fund
  • Long-term capital growth and income
  • Exempt from stamp duty, income tax and capital gains tax
  • Aims to reflect Catholic ethos and teaching
  • Allows smaller charities investment opportunities
  • Assists with responsibility of administration and investment
  • 0.5% annual management charge
  • Minimum initial investment £5,000
  • Income and accumulation unit classes
  • Highly experienced investment team

The Advisory Committee
As a Common Investment Fund, the Fund is approved by the Charity Commission and is a charity in its own right, with a Corporate Trustee and an independent Advisory Committee. The Committee whose members include representatives from Catholic charities will look to advise the Manager on Catholic ethos and teaching as well as developments therein. The membership of the Advisory Committee will also comprise legal, accounting and finance experts to advise according to their areas of expertise.