A long-term, sustainable investment solution which incorporates environmental, social and governance (ESG) considerations into the investment strategy. Suitable for all charities looking for a good level of distributions and protection from inflation. The portfolio has a bias towards real assets, predominantly global equities but also property investments and infrastructure.

Fund objective

Aims to provide a long-term total return comprising growth in capital and distributions.

Fund policy

We confirm that the fund is managed in accordance with the policy set by the board and CCLA's response to the UK Stewardship Code. 

Fund suitability

Suitable for all of a charity's long-term funds where the charity is looking for a good level of distributions and long-term protection from inflation.

Who can invest?

Any charitable organisation defined within the meaning of the Charities Act 2011 can invest in the Fund, providing that its powers permit.

Click download all for all the documents listed in this section. Alternatively, you may download individual documents.

We're delighted you've chosen to invest with CCLA. Get the process underway by downloading our application form.

Whether you are a new investor to CCLA or topping up an existing account, please ensure you read the scheme particulars and key information document (KID). The KID can help investors understand the nature, risks, costs, potential gains and losses of the fund, and compare the fund with other products.

Looking for other documents? Click here to visit our client documentation page.