Aims to provide a total return (the combination of capital growth and income) over the long-term (defined as any rolling period of five years) and is managed in line with CCLA’s approach to investing for a better world as outlined in CCLA’s Better World policy.
The fund is actively managed and will invest at least 80% of its assets (directly or indirectly) in equities from around the world. It will normally have significant allocations to developed markets but may also invest in emerging markets (as defined by MSCI for the purposes of its developed markets indexes). Up to 20% may be in a range of other investments including: fixed/floating interest securities (also known as bonds) issued by governments and their agencies and by companies and other issuing bodies, infrastructure related assets (indirectly), money-market instruments, cash and near cash investments.
This fund is suitable for all types of investors, with basic investment knowledge, seeking to invest in an actively managed fund pursuing the investment objective and policy of the fund. Investors should be looking to invest for at least five years and should appreciate that their capital will be at risk and that the value of their investment and any derived income may fall as well as rise.
Who can invest?
Individuals can invest via their independent financial adviser, investment platforms or other intermediaries.
Click download all for all the documents listed in this section. Alternatively, you may download individual documents.
The CCLA Better World Global Equity Fund is available for investment through a variety of investment platforms, independent advisers and intermediaries.
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Platforms for professionals
Platforms for individuals
Looking for advice?
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.
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.