Services Provided
- Discretionary
- Execution
Location
- 2 UK Locations
Investment
- Investment Manager
- Founded 1958
Pooled Accounts
- Minimum Account £1K
- Assets Under Management £13.81B
- Number Of Clients 31471
Segregated Accounts
- Minimum Account £25M
- Assets Under Management £1.16B
- Number Of Clients 13
About CCLA Investment Management Limited
CCLA is the largest manager of charity funds in the UK and has been for the past four years (as reported in the Fund Management Survey 2023 published by Charity Finance). Based in the City of London, with an office in Edinburgh, we are largely owned by our clients' funds. Our products and services have a strong long-term performance record, are fairly priced and are managed responsibly. Our investment solutions for clients are flexible and our people understand the particular needs and challenges facing charity investors.
Our distinctive heritage and approach to managing investments on behalf of not-for-profit organisations led us to extend our investment capabilities to individual investors in 2022. This offering was created in response to growing demand from charity trustees for the kind of approach to sustainability for which we are well-known and is an extension of our commitment to continue to support investors of all sizes.
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Upcoming Events
CCLA Investment Seminar – Cardiff
26.02.2025 08:30 - 10:30
CCLA Investment Seminar – Bristol
26.02.2025 12:30 - 17:30
CCLA Investment Seminar – Bristol
26.02.2025 12:30 - 17:30Our Philosophy
Our over-arching philosophy is that long-term returns are driven by fundamental factors, and in order to outperform, we adopt a long-term approach, exploiting the under valuation of cash flows and identifying investments with attractive intrinsic value.We also anticipate that over the shorter term, returns are subject to the forces of supply and demand making them more volatile than is justified by underlying conditions and accordingly we employ a tactical approach to shorter time periods, making use of behavioural inefficiencies to buy, sell and scale investments at advantageous prices.
Our investment style can be described as ‘quality growth’, with focus on fundamentals, growth, sustainability and cash flow. This style drives our asset allocation and instrument selection, and we seek to understand how the portfolio of assets in aggregate maximises the probability that we can meet investors' requirements.
We are disciplined but flexible and entrepreneurial in seeking to add value and to control risk. Thus, we were early investors in assets such as infrastructure, student accommodation and energy efficiency as complements to mainstream equities.