CCLA can trace its roots to 1958 with the launch of the Church of England Investment Fund, which allowed church organisations to pool their funds and enjoy efficient access to professional fund management services.
As the guardians, not the owners, of assets that we manage, we seek to ensure our portfolios are aligned with the Church of England’s objectives, values, and beliefs. Our Church of England funds are managed in line with a Faith-Consistent Investment Policy to meet clients’ desire to invest in a way that reflects Christian and Anglican teachings.
The Central Board of Finance (CBF) Church of England Funds is one of the National Investing Bodies within the Church of England and works closely with the Church of England’s Ethical Investment Advisory Group (EIAG). The funds' policies are set by CCLA and are grounded in the advice created by the EIAG.
Our Church of England funds
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.
A long-term global equity fund which aims to provide a total return (the combination of capital growth and income) by investing in high-quality companies from around the world. The fund is managed in line with CCLA’s approach to investing for a better world.
A long-term, actively managed fund. The fund invests at least 80% in UK equities. Up to 20% of the fund can be invested in the shares of companies not listed in the UK.
A long-term, actively managed and diversified UK property 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.
A short-term fund, which aims to provide a high level of capital security and competitive level of income.
