COIF Charities Investment Fund

Key facts

Launch date
January 1963
Legal structure
Common Investment Fund
Unit types
Income/Accumulation
Minimum initial investment
£1,000
Minimum subsequent investment
Nil
Dealing day
Every Thursday
Bid to mid spread
0.162%
Mid to offer spread
0.174%

Fund overview

A long-term, sustainable investment solution which incorporates environmental, social and governance (ESG) considerations into the investment strategy. Suitable for all charities looking for a good level of distributions and protection from inflation. The portfolio has a bias towards real assets, predominantly global equities but also property investments and infrastructure.

Fund objective

Aims to provide a long-term total return comprising growth in captial and distributions.

Fund policy

We confirm that the fund is managed in accordance with the policy set by the board and CCLA's response to the UK Stewardship Code

Fund suitability

Suitable for all of a charity's long-term funds where the charity is looking for a good level of distributions and long-term protection from inflation.

Who can invest?

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