Capital at risk. Past performance is not a reliable indicator of future results. The value of investments and the income derived from them may fall as well as rise. Investors may not get back the amount originally invested and may lose money.
About the fund
The fund aims to provide income as well as capital growth over the long term (defined as five years).
Sustainability approach
We believe that the primary role of sustainable investment is to drive positive change. The fund applies a number of restrictions on property tenants in accordance with our values-based screening policy.
The FCA has introduced sustainable investment labels to help investors find products that have a specific sustainability goal. This product does not have a UK sustainable investment label because it does not have a sustainability goal.
Read our summary of SDR, the investment labels and our overall approach. Fund-level information can be found here.
Investment approach
The fund is an actively managed, diversified portfolio of UK property. It currently invests in UK commercial properties (both freehold and leasehold) but may invest in other assets.
The fund is managed in line with CCLA’s approach to property investment.Who can invest?
Any charitable organisation in England and Wales, and any appropriate body in Scotland and Northern Ireland, that meets the definition of a charity as set out in Schedule 6 of the Finance Act 2010 and is recognised by HMRC as a charity for tax purposes may normally invest in the fund. This includes registered charities, exempt charities as well as charities not registered, such as some schools and academies.
If you are unsure whether you can invest in the fund, please contact Client Services.
The fund currently has a redemption notice period of six months.
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.