Our clients are involved in every aspect of public life and their investments make an important contribution to their achievements.

In 1958, Her Majesty Queen Elizabeth II gave Royal Assent to establish investment funds for parishes, dioceses and cathedrals. In 1961, similar funds were established for local authorities; enabling the wider non-profit sector to benefit.

Our ambition is to deliver trusted, responsibly managed, strongly performing products and services aligned to our clients’ values and purpose. A description of Good Investment that most people would recognise.

Local authorities and public sector funds

The Public Sector Deposit Fund

The PSDF is a low volatility net asset value money market fund (LVNAV MMF) which is a short term MMF.

The Public Sector Deposit Fund

The Local Authorities’ Property Fund

A long-term, actively managed and diversified fund of UK commercial property.

The Local Authorities’ Property Fund

CCLA Cautious Multi-Asset Fund

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).

CCLA Cautious Multi-Asset Fund

CCLA Better World Global Equity Fund

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.

CCLA Better World Global Equity Fund

Reports for the Diversified Income Fund

Please note: The Diversified Income Fund merged into the CCLA Better World Cautious Fund on 16 February 2024. For further details, please contact clientservices@ccla.co.uk.
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Our approach to sustainability

We believe that the primary role of sustainable investment is to drive positive change.

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