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
Catholic Investment Fund
A long-term, multi-asset fund which adopts a faith consistent investment policy that is designed to reflect the teachings and mission of the Catholic Church. The fund aims to provide a total return (growth in capital and income) over the long term (defined as five years) of UK CPI + 5% per annum, before costs and charges.
COIF Charities Investment Fund
A long-term multi-asset fund which aims to provide a total return (growth in capital and income) over the long term (defined as five years) of UK CPI + 5% per annum, before costs and charges.
COIF Charities Ethical Investment Fund
A long-term, multi-asset fund which incorporates a wide range of client-driven ethical restrictions. The fund aims to provide a total return (growth in capital and income) over the long term (defined as five years) of UK CPI + 5% per annum, before costs and charges.
COIF Charities Global Equity Fund
A long-term fund which invests in the shares of companies from around the world.
COIF Charities Short Duration Bond Fund
An actively managed fund 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.
Our approach to sustainability
We believe that the primary role of sustainable investment is to drive positive change.