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
March 1999
Unit types
Income
Minimum initial investment
£10,000
Minimum subsequent investment
Nil
Dealing day
Last business day of each month
Bid to mid spread
1.55%
Mid to offer spread
1.75%
Fund objective
Aims to provide investors with a high level of income and long-term capital appreciation.
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 the long-term funds of any Church of England charity seeking exposure to UK commercial property.
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.
Click the icon to download all the forms you need in one go. Alternatively, you may download individual forms.
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.