Transfer agency and fund changes notification
We would like to notify you of changes to accounts administered with CCLA that will take effect from 20 November 2023.
For full details of these changes, please click here.
Please note, from 20 November 2023 the prices shown are daily.
Aims to provide income with capital growth over the long term (defined as five years).
We confirm that the fund is managed in accordance with the policy set by the board.
Suitable for the long-term funds of any charity seeking income with long-term capital growth from investing globally.
Any charitable organisation defined within the meaning of the Charities Act 2011 can invest in the Fund, providing its powers permit.
Click download all for all the documents listed in this section. Alternatively, you may download 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 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.