Affirmative Deposit Fund for Charities

Offering charities a competitive interest rate of 0.70% on their cash deposits, with same day access to their money and a high level of capital security.

Investment objectives

To provide a high level of capital security whilst achieving the higher rates of interest available in the London money markets.  The Fund invests in sterling denominated deposits, Treasury Bills and other UK Government guaranteed securities and floating rate bonds and maintains a minimum of 10% of its assets in investments realisable within five working days.

It provides

  • A competitive interest rate (currently 0.70%)
  • Same day access to your funds
  • A dedicated client team – for ease of administration
  • Security – cash is spread across a wide range of financial institutions, not just one provider

Performance

30 September 2018 1 year
%
3 years
% p.a.
5 years
% p.a.
Since
01.11.06
% p.a.
Fund +0.4 +0.4 +0.5 +1.7
0 0 0 0

Interest rate

Daily rate
%
A.E.R.
%
17 January 20190.700.70

View historic figures

How to invest

All charities in England, Wales, Scotland and Northern Ireland may invest in the Affirmative Funds.

Download an application form and further fund details below: