Act
We act as an agent for ‘change’ because we believe investment markets can only ever be as healthy as the environment and communities that support them.
CCLA Investment Management
Investment markets can only be as healthy as the society and environment that support them. CCLA Investment Management is a leading UK asset management firm known for its approach to sustainable and ethical investing.
Our purpose is to help our clients maximise their impact on society by harnessing the power of investment markets. We believe we have a duty to go beyond the boundaries of traditional investor engagement and work with the industry to address systemic risks that threaten communities, the environment and ultimately investment markets.
Why choose CCLA
#1
Largest UK manager by number of charities (Charity Finance Surveys)
£15.3bn
assets under management
60+years
of investing responsibly and ethically
£17.9tn
supporting CCLA initiatives
We aim to deliver consistent, risk-adjusted returns for our clients in a way that aligns with their values and, for our not-for profit clients, furthers their purpose.
Assess
We assess environmental, social and governance (ESG) standards because we believe that a combination of legislation, regulation and changing societal preferences will negatively impact the most unsustainable business models.
Align
We invest in a way that we believe is aligned with our clients, as we are the guardians, not owners of the assets we manage.
Driving positive and lasting change
CCLA has been leading the investment industry in collective action for decades.
Well known for managing investments for the not-for-profit sector, 2022 marked a new phase in our development as we welcomed other types of investors with the launch of our Better World Global Equity fund.
Investment solutions designed for a range of UK investors
Retail investors
Designed for individual investors, CCLA’s funds build on our history of pioneering ethical and sustainable investment for charities, local authorities and other not-for-profit organisations.
Charities
Our clients are united through the determination to maximise their positive impact on society. We support thousands of missions with investments suitable for the short, medium and long term.
Church of England
A range of investment solutions for Church of England investors. The fund’s policies are set by CCLA and are grounded in the advice created by the Church of England’s Ethical Investment Advisory Group.
Local authorities
We are a trusted manager for more than £2.5 billion of local government assets as at 30 September 2024.
Available investments for retail investors
CCLA Better World Global Eq Fund
Aims to provide a total return (the combination of capital growth and income) over the long term (defined as five years) by investing in the shares of companies from around the world.
The fund will invest typically at least 80% of its assets (directly or indirectly) by value in global equities. The portfolio will include between 70-90 stocks.
Domiciled in the UK, with accumulation and income share-classes. Minimum investment for both £1,000.
Income shareclass factsheet
Accumulation shareclass factsheet
CCLA Cautious Multi-Asset Fund
Aims to provide a total return (the combination of capital growth and income) after costs, of inflation (as measured by the UK Consumer Prices Index) plus 2% per annum over the long term (defined as five years).
The fund is classified as ‘cautious’ as it will not invest more than 50% in equities.
Domiciled in the UK, with accumulation and income share-classes. Minimum investment for both is £1,000.
Income shareclass factsheet
Accumulation shareclass factsheet
Key documents
Document Name
Document Type
More from CCLA
Promoting healthier markets
Investment markets can only ever be as healthy as the environment and communities that support them. From tackling obesity to addressing workplace ill-health, investors can play a key role in driving positive change.
Find out more
Climate action
We view climate change as the largest threat to our planet, ecosystems and communities. If unmitigated, it will lead to increased erratic weather patterns, higher sea levels, biodiversity collapse and unprecedented mass migration. Consequently, it is a material threat to medium and long-term shareholder value.
Find out moreLatest from CCLA
Which UK companies are leading on identifying, remedying and preventing modern slavery in their supply chains?
Find out in our CCLA Modern Slavery UK Benchmark 2024.
Koestler Arts
The images shown are courtesy of Koestler Arts.
CCLA supports Koestler Arts.
Koestler Arts is the UK’s leading prison arts charity. It is nationally respected for its ground-breaking work using the arts as a catalyst for positive change in the lives of people within the criminal justice system and in the public’s perception of their potential.
Image 1: A Day in Time and Space, HM Prison & Young Off ender Institution Parc.
Image 2: Chameleon, HM Prison Addiewell, Maggi Hambling, Bronze Award for Drawing.
Image 3 & 4: Sun Rise, Hackney and Islington Probation Service, Bronze Award for Painting 2016, Monument Trust Scholar 2015.
Image 5: Apple For Eve! HM Young Offender Institution Cookham Wood, Platinum Award for Painting.
Image 6: A Break from the World, HM Young Offender Institution Aylesbury, Arts Society Chiltern Hills Area, Highly Commended Award for Painting.