In April 2022, the CCLA Better World Global Equity Fund was launched in response to demand from trustees and those working with our not-for-profit clients wishing to invest their own money in the sustainability strategies with which they have grown familiar.
Momentous ruling by the UK High Court
A new High Court judgement has ruled on trustees’ ability to align their investments with their charities’ values. The judgment has clarified that trustees 'need to' undertake a balancing exercise between maximising their returns and avoiding investments that could contradict their aims. We believe that this ruling should make trustees more confident in their ability to align their investments with their charitable missions. However, we do not believe that they necessarily have to sacrifice returns to achieve this.