CCLA has managed local authority funds for over 40 years and charities for 60 years.
The Public Sector Deposit Fund is a money market fund developed together with the public sector to meet their cash needs. It is UK domiciled, FCA authorised and wholly aligned with the principles and values of the public sector. Public sector deposits in the fund have the advantages of scale and diversification, while spreading and sharing the costs of the expert management required in a fast-moving world. The minimum deposit is £25K.
The Local Authorities’ Property Fund aims to provide a high level of income and long-term capital appreciation. The fund is an actively managed, diversified portfolio of UK commercial property. The fund is managed in line with CCLA’s responsible investment policy. The minimum deposit is £25K.
The Diversified Income Fund is a balanced multi-asset investment fund. Risk control is a key part of the investment approach, and the fund is responsibly managed. We recognise the risks and opportunities posed by climate change. The fund has no direct exposure to fossil fuel extraction, has significant exposure to renewable energy and benefits from CCLA’s active ownership programme. The minimum deposit is £1M. These funds benefit from strong governance and transparency.
The value of investments and the income derived from them may fall as well as rise. Your capital is at risk.
CCLA Investment Management Limited is authorised and regulated by the Financial Conduct Authority.
As investors we have a fiduciary, as well as a moral duty to drive change for good. We seek significant positive impact through both our investment choices and our interaction with companies, aiming to safeguard our communities and our future.
This has meant leading the way on important initiatives such as helping companies address climate change, tackling the scourge of modern slavery and building tools to help companies take better care of employee mental health.
Kelly Watson
head of local government relationships
020 7489 6105
kelly.watson@ccla.co.uk