Insights into the Church of England Investment Fund: A Focus on Responsible Investing Discover the Church of England Investment Fund's commitment to sustainable and responsible investing. This fund emphasizes ethical investment strategies, aligning financial returns with social and environmental impact. Explore their innovative approach to integrating values-driven decision-making into the investment process, ensuring that portfolios reflect a commitment to responsible stewardship and...
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The Church of England Investment Fund functions as a financial instrument aimed at generating returns through a combination of capital growth and income. Its objective is to achieve a total return that exceeds the UK Consumer Price Index (CPI) by 5% annually over a five-year period, prior to costs and charges.
This fund not only seeks financial returns but also prioritizes sustainable investing. It aims to align with its clients’ values by considering environmental, social, and governance (ESG) factors within its investment strategy. In doing so, the fund encourages companies to tackle significant global challenges and foster positive change.
Sustainability at the core of investment strategies
The management approach of the fund extends beyond traditional investor engagement, showcasing a commitment to responsible investment practices. The Financial Conduct Authority (FCA) has introduced sustainability labels to help investors identify products with clear sustainability objectives.
However, it is important to highlight that this specific fund does not carry a UK sustainable investment label, as it does not target a particular sustainability aim.
Investment process and asset allocation
This actively managed fund is diversified across multiple asset classes, primarily focusing on equities, which typically make up 50% to 85% of the portfolio. Additionally, the fund may invest in various other asset classes, including properties, bonds, cash, and alternative investments such as infrastructure and private equity.
Who can participate in the investment fund?
Investment eligibility is open to any Church of England trust that aligns with its mission. This includes parochial church councils, benefices, and deaneries, along with organizations such as bell ringers and the Mothers’ Union. Furthermore, Church of England schools and related entities can also access the fund.
If there are any questions regarding eligibility, potential investors are encouraged to contact Client Services for clarification.
Investment risks and information disclosure
It is essential for investors to understand that all investments carry inherent risks. As of November 20, 2026, the prices of fund shares are updated daily. Capital is at risk, and past performance does not guarantee future results. The market value of investments can fluctuate, and investors may not recover their full initial investment.
For those interested in investing in this fund, it is critical to download the application form and review the scheme information and Key Information Document (KID). The KID serves as a valuable resource for understanding the nature of the investment, associated risks, costs, and potential returns.
For further documents or information, interested parties can visit the client documentation page provided by CCLA.
The importance of local impact
Recent studies have emphasized the significance of local investments, highlighting a growing preference among citizens for businesses that positively contribute to their communities. A notable survey conducted by SEC Newgate found that a substantial percentage of Italians favor companies that invest locally.
This fund not only seeks financial returns but also prioritizes sustainable investing. It aims to align with its clients’ values by considering environmental, social, and governance (ESG) factors within its investment strategy. In doing so, the fund encourages companies to tackle significant global challenges and foster positive change.0
Expectations for corporate responsibility
This fund not only seeks financial returns but also prioritizes sustainable investing. It aims to align with its clients’ values by considering environmental, social, and governance (ESG) factors within its investment strategy. In doing so, the fund encourages companies to tackle significant global challenges and foster positive change.1
This fund not only seeks financial returns but also prioritizes sustainable investing. It aims to align with its clients’ values by considering environmental, social, and governance (ESG) factors within its investment strategy. In doing so, the fund encourages companies to tackle significant global challenges and foster positive change.2
