The fund aims to provide income with long-term capital growth (defined as any rolling period of five years). The fund invests at least 90% of its assets by value in units of the CCLA Better World Global Equity Fund. While it is envisaged that the fund will normally be fully invested in the CCLA Better World Global Equity Fund, the fund may also hold up to 10% of its assets by value in cash.
There is no guarantee that the objective of the fund will be achieved over any time period. Capital is at risk.
Suitable for the long-term funds of any Church of England charity seeking a high income from investing in global equities.
Who can invest?
Suitable for the long-term funds of any Church of England charity seeking income and capital growth from investing in global equities.
The fund has regard to ethical investment considerations, both positive and negative, in selecting and retaining investments and is represented on the Church of England’s Ethical Investment Advisory Group (EIAG). EIAG policies are available at www.churchofengland.org.
The fund meets its requirement to comply with the EIAG policies mentioned above through investment in the CCLA Better World Global Equity Fund, which adheres to the CCLA Better World Policy. The EIAG policies are incorporated into the CCLA Better World Policy. Further information on the CCLA Better World Policy can be found in the scheme information.
Click download all for all the documents listed in this section. Alternatively, you may download individual documents.
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.