COIF Charities Global 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.

Key facts

Launch date
December 2007
Unit types
Minimum initial investment
Minimum subsequent investment
Dealing day
Every business day

Fund overview

Fund objective

Aims to provide income with capital growth over the long term (defined as five years).

Fund policy

We confirm that the fund is managed in accordance with the policy set by the board.

Fund suitability

Suitable for the long-term funds of any charity seeking income with long-term capital growth from investing globally.

Who can invest?

Any charitable organisation defined within the meaning of the Charities Act 2011 can invest in the Fund, providing its powers permit.

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.