The CBF Church of England Investment Fund

Please note, from 20 November 2023 the prices shown are daily.
Capital at risk. Past performance is not a reliable indicator of future results. The value of investments and the income derived from them may fall as well as rise. Investors may not get back the amount originally invested and may lose money.

Key facts

Launch date
May 1958
Unit types
Income/Accumulation
Minimum initial investment
£1,000
Minimum subsequent investment
Nil
Dealing day
Every business day

Fund overview

Fund objective

Aims to provide a long-term total return comprising growth in capital and distributions.

Fund policy

CCLA supports the Church of England’s Ethical Investment Advisory Group (EIAG). EIAG policies are available at https://www.churchofengland.org/about/leadership-and-governance/ethical-investment-advisory-group

Fund suitability

Suitable for all of a Church of England charity’s long-term funds where the charity is looking for a good level of distributions and long-term protection from inflation.

Who can invest?

Any charitable organisation with objects closely connected to the work of the Church of England.

Fund documents

Click the icon to download all the documents listed in this section. Alternatively, you may download the individual documents.

Download all

For Diocese use only

Click the icon to download all the documents listed in this section. Alternatively, you may download the individual documents.

Download all

Ready to invest?

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.

Download all