Transfer agency and fund changes notification
We would like to notify you of changes to accounts administered with CCLA that will take effect from 20 November 2023.
For full details of these changes, please click here.
Launch date
May 1958
Minimum initial investment
Nil
Minimum subsequent investment
Nil
Dealing day
Daily (instructions must be received by 9.30am)
Withdrawals over £5 million
We reserve the right to be given seven days’ notice
Fund objective
Aims to provide a high level of capital security and competitive rates of interest.
Fund policy
We monitor our counterparties' environmental, social and governance risk management on a regular basis; and take further action if necessary. Our research is based on three external data sources and the work of our Sustainability team.
Fund suitability
Suitable for all of a Church of England charity’s short-term investments where they are seeking a high level of capital security and a competitive rate of interest.
Who can invest?
Any charitable organisation with objects closely connected to the work of the Church of England.
Click download all for all the documents listed in this section. Alternatively, you may download individual documents.
Download all
Document
Click the icon to download all the documents listed in this section. Alternatively, you may download the individual documents.
We're delighted you've chosen to invest with CCLA. Get the process underway by downloading our application form.
Whether you are a new investor to CCLA or topping up an existing account, please ensure that you read the fund’s scheme information and key information document (KID). The KID can help investors understand the nature, risks, costs, potential gains and losses of the fund, and compare the fund with other products.
Looking for other documents? Click here to visit our client documentation page.