It started 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 clients are involved in every aspect of public life and their investments make an important contribution to their achievements.
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
A money market fund seeking a high level of capital security and a competitive yield. The fund invests in a diversified portfolio of sterling denominated deposits and securities.
A long-term, actively managed and diversified portfolio of UK commercial property. Suitable for any local authority seeking a high level of income and long-term capital appreciation.
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.
