The CBF Church of England UK Equity 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.

The fund aims to provide growth in capital and income over the long-term (defined as five years).

Investment approach

The fund is an actively managed, diversified portfolio of company shares.  The fund invests at least 80% in UK equities, but can invest up to 20% of the fund in the shares of companies not listed in the UK.

Sustainability approach

We believe that the primary role of sustainable investment is to drive positive change and this is best achieved by pushing companies to do more to address the major challenges facing us today. The fund is managed in line with a faith-consistent  investment policy, developed by the manager, to meet  shareholders’ desire to invest in a way that reflects Christian and Anglican teachings and is grounded in the advice produced by the Church of England’s Ethical Investment Advisory Group (EIAG).

We aim to manage our clients’ investments in a way that aligns with their values and to do this we consider environmental, social and governance (ESG) factors in our listed equity investment process and go beyond the boundaries of traditional investor engagement to drive change. The FCA has introduced sustainable investment labels to help investors find products that have a specific sustainability goal. This product does not have a UK sustainable investment label because it does not have a sustainability goal.

Read our summary of SDR, the investment labels and our overall approach. Fund-level information can be found here.

Who can invest?

Any church trust with objects connected with the work of the Church of England may normally invest in the fund. This can include parochial church councils, benefices and deaneries, bell ringers and Mothers’ Union. The fund is available to Church of England schools and educational establishments as well as any other Church of England related organisation.

If you are unsure whether you can invest in the fund, please contact Client Services.

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.