CCLA’s heritage is in looking after non-profit clients, representing a wide range of missions and priorities. We offer pooled investments for trusts, foundations, voluntary and community groups and religious organisations from all denominations and faiths.
Our clients are united through their determination to maximise their positive impact on society. We aim to help them by harnessing the power of investment markets to deliver the returns they need to deliver on their mission and purpose.
Recognising that investment markets are only as healthy as the people, communities and environment that support them, we have a responsibility to contribute to a more sustainable future through our investments.
Our charities and church funds
The fund is aligned with the mission of the Catholic Church by seeking to deliver positive change in society. Suitable for all charities looking for a good level of distributions and protection from inflation.
A long-term investment solution which incorporates environmental, social and governance (ESG) considerations into the investment strategy.
The fund adheres to a client-driven ethical policy that imposes a range of investment restrictions. A long-term investment solution which incorporates environmental, social and governance (ESG) considerations into the investment strategy.
A diversified portfolio of equities, the fund principally invests in UK and overseas equities and incorporates environmental, social and governance (ESG) considerations into the investment strategy.
A long-term, actively managed and diversified portfolio of UK commercial property. Suitable for any charity seeking a high level of income and long-term capital appreciation.
An actively managed portfolio invested in a range of fixed and floating rate debt and debt-related instruments issued by corporates and governments including loans, inflation-linked securities, money market instruments and asset backed or other securitised products.
A short-term fund, designed for the charity sector. The fund aims to provide a high level of capital security and a competitive yield.
A multi-asset fund which aims to provide a total return after costs, of inflation, plus 2% per year over the long term (defined as five years). The fund is managed in line with CCLA’s approach to investing for a better world as outlined in CCLA’s Better World policy.
