Our equity funds are diversified across companies, sectors and geographies.
This diversification is designed to balance risk while maintaining exposure to long-term growth opportunities. Equities are generally considered to be higher risk than bonds or cash, as their value can fluctuate significantly in the short term, but they have historically offered stronger returns over longer periods. Over the long term, company profits and dividends have risen with the growth in economies.
Equities are often a key component of long-term investment portfolios. By buying shares in companies, investors can benefit from their growth and success through both dividends and capital appreciation.
Our equity portfolios are actively managed and diversified both by sector and geography with the aim to provide the flexibility to deal with changing market conditions.
Our equity funds
COIF Charities Global Equity Fund
A long-term fund which invests in the shares of companies from around the world.
The CBF Church of England Global Equity Fund
A long-term global equity fund which aims to provide a total return (the combination of capital growth and income) by investing in high-quality companies from around the world. The fund is managed in line with CCLA’s approach to investing for a better world.