Our multi-asset pooled funds are a suitable ‘all in one’ solution for most long-term charity investors. Our funds are designed for investors looking for a combination of capital growth and income through exposure to a diverse portfolio of assets. Suitable for those who want to align their investments with their purpose and values whilst contributing to a better world.
Our funds avoid harmful business activities through exclusions and integration of environmental, social and governance (ESG) considerations, and contribute positively to our communities and environment by supporting sustainable business activities. They are common investment funds that have charitable status and therefore retain the same tax benefits, such as no stamp duty.
They offer the following benefits:
- long-term growth in capital and income
- efficient access to a wide range of investments
- low cost
- simple administration
- well established ethical and responsible policies
Our multi-asset funds
A long-term, diversified sustainable investment solution which incorporates environmental, social and governance (ESG) considerations for charities seeking a high level of income with long-term capital growth. The portfolio has a bias towards real assets, predominantly global equities but also property investments and infrastructure.
The fund adheres to a client-driven ethical policy that imposes a range of investment restrictions. Suitable for all charities looking for a good level of distributions and protection from inflation. The portfolio has a bias towards real assets, predominantly global equities but also property investments and infrastructure.
The fund is aligned with the mission of the Catholic Church by seeking to deliver positive change in society and restricting investments in companies that undermine Catholic doctrine. A sustainable investment solution with a bias towards real assets, predominantly global equities but also property investments and infrastructure.
A diversified investment solution which incorporates environmental, social and governance (ESG) considerations and has a bias towards real assets, predominantly global equities but also property investments and infrastructure. The fund's policies are set by CCLA to reflect the advice created by the Church of England’s Ethical Investment Advisory Group.
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.
