Churches - Church of England

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The Church of England

Having managed funds for Church organisations, large and small, since 1958 we know that needs vary widely and can be complex. Short-term obligations have to be met and longer term spending has to be planned for. Getting the right balance is the key to success.

To reflect this, we have developed a range of funds which provides great flexibility and choice. Our funds are designed to be used singly or in combination to match your organisation’s individual requirements. There are, however, common features to everything we do.

Prudence	Our investment philosophy and process reflects our customers’ requirement for prudent and conscientious stewardship of their money
Diversification and risk control	Our funds provide a broad, well diversified spread of investments and risk is carefully managed
Ethical and responsible investment	CCLA supports the Church of England's Ethical Investment Advisory Group (EIAG). The EIAG has recently started a policy review and CBF clients are invited to send comments to Edward Mason, the group's Secretary (edward.mason@c-of-e.org.uk)
Tax efficiency*	Our funds enjoy tax free charitable status and we pay income gross so you do not have to make tax reclaims

We also offer segregated investment management for larger funds.

Who can invest?

All charities with objects connected to the work of the Church of England including parishes, cathedrals, deanery synods and Church of England schools can invest in the CBF Church of England funds.

* Please be aware that the tax position may change in the future. Investors should obtain their own tax advice in respect of their own position.