COIF Charities Property Fund

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
August 2002
Unit types
Income
Minimum initial investment
£10,000
Minimum subsequent investment
Nil
Dealing day
Last business day of each month
Bid to mid spread
1.55%
Mid to offer spread
1.75%

Fund overview

Fund objective

Aims to provide investors with a high level of income and long-term capital appreciation.

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 exposure to UK commercial property.

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

Click download all for all the documents listed in this section. Alternatively, you may download individual documents.

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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.

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