CCLA Better World Global Equity Fund

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 a total return (the combination of capital growth and income) over the long term (defined as five years) by investing in the shares of companies from around the world.

The fund will invest typically at least 80% of its assets (directly or indirectly) by value in global equities.

The portfolio will include between 70-90 stocks.

Investment approach

The fund will aim to invest in high-quality companies that can grow returns consistently at valuations that are attractive and we believe should lead to outperformance over the long term.

We look for companies which in our opinion:

• demonstrate an enduring competitive advantage
• benefit from clear long-term growth trends
• benefit from superior financial strength, with a strong balance sheet
• are trading at attractive valuations.

The fund will normally have significant allocations to developed markets but may also invest in emerging markets (typical exposure of 5% but may be up to 20%).

Sustainability

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.

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?

The fund is available to all types of investors.

Whether you are a new investor to CCLA or topping up an existing account, please ensure you read the prospectus and key investor information document (KIID). The KIID 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.

The CCLA Better World Global Equity Fund is available for investment through a variety of investment platforms or speak to your financial adviser. 

A financial adviser can help plan for your financial future. You can find a financial adviser through www.unbiased.co.uk. Advisers will charge for advice.

MoneyHelper is independent and set up by the government to help people make the most of their money by giving free, impartial guidance. As well as information about pensions and retirement, they offer a wide range of other money topics. MoneyHelper can be found at www.moneyhelper.org.uk. 

If there is a platform or adviser through which you invest already and would like to access the CCLA Better World Global Equity Fund, please contact our Client Services team.

Email: clientservices@ccla.co.uk
Freephone: 0800 022 3505