CCLA Investment Management Limited

Services Provided

  • Discretionary
  • Execution


  • 2 UK Locations


  • Investment Manager
  • Founded 1958

Pooled Accounts

  • Minimum Account £1K
  • Assets Under Management £13.65M
  • Number Of Clients 31444

Segregated Accounts

  • Minimum Account £25M
  • Assets Under Management £837M
  • Number Of Clients 18

About CCLA Investment Management Limited

CCLA is the UK's largest fund manager of charitable assets (according to the 2021 and 2022 Charity Finance surveys). 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 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.