The CBF Church of England UK Equity Fund

Key facts

Launch date
December 2004
Unit types
Income/Accumulation
Minimum initial investment
£1,000
Minimum subsequent investment
Nil
Dealing day
Every Tuesday
Bid to mid spread
0.119%
Mid to offer spread
0.121%

Fund overview

Fund objective

Aims to provide growth in capital and income over the long-term.

Fund suitability

Suitable for the long-term funds of any Church of England charity seeking exposure to UK equities.

Who can invest?

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

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 documents

For Diocese use only

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.