COIF Charities Ethical Investment 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.

Key facts

Launch date
December 2009
Unit types
Income/Accumulation
Minimum initial investment
£1,000
Minimum subsequent investment
Nil
Dealing day
Every business day

Fund overview

About the fund

The fund aims to provide a total return (growth in capital and income) over the long term (defined as five years) of UK CPI + 5% per annum, before costs and charges.

The fund has a wide range of ethical restrictions and is advised by an ethical advisory committee that identifies potential areas of policy development and refinement of the fund’s client-driven ethical investment policy.

Sustainability approach

At CCLA, we believe that the primary role of sustainable investment is to drive positive change.

We believe that this is best achieved by pushing companies to do more to address the major challenges facing us today. From climate change and nutrition to human rights and biodiversity, investors can make their voices heard and effect change. 

See the Sustainability page for greater detail on our overall approach, while fund-level information can be found here.

This product does not have a UK sustainable investment label. Sustainable investment labels help investors find products that have a specific sustainability goal. The fund does not use a sustainable investment label because it does not have a sustainability goal.

Investment approach

An actively managed, diversified multi-asset fund which has an emphasis on equities (between 50% and 85%) but will also invest in other asset classes, which may include property, bonds, cash and alternative asset classes (e.g., infrastructure assets, commodities, private equity, etc.

Who can invest?

Any charitable organisation in England and Wales, and any appropriate body in Scotland and Northern Ireland, that meets the definition of a charity as set out in Schedule 6 of the Finance Act 2010 and is recognised by HMRC as a charity for tax purposes may normally invest in the fund. This includes registered charities, exempt charities as well as charities not registered, such as some schools and academies.

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

Fund documents

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 you read the scheme particulars 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.