Aims to provide a high level of income with long-term capital growth.
Suitable for the long-term funds of any charity seeking a high income from investing in global equities.
Who can invest?
Any charitable organisation defined within the meaning of the Charities Act 2011 can invest in the Fund, providing its powers permit.
We confirm that the Fund is managed in accordance with the policy set by the Board.
Click download all for all the documents listed in this section. Alternatively, you may download individual documents.
We're delighted you've chosen to invest with CCLA. Get the process underway by downloading our application form.
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.