Our funds are for investors who want to harness the power of investment markets to have a positive influence on society and the planet.
CCLA is bringing its unique approach to environmental, social and governance (ESG) factors to individual investors for the first time. Today, our funds are recognised as consistent strong performers and this, combined with our 60-year history of pioneering sustainable investment for charities, the church and local authorities, has seen CCLA grow to become the largest charity fund manager in the UK.
ESG considerations are incorporated into our investment decision-making process and guides our commitment to engage for positive change on the world’s most pressing issues, from climate change to modern slavery and mental health.
Our funds for individuals
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 Good Investment philosophy and approach to investing for a better world as outlined in CCLA’s Better World policy.
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.
