Services Provided
- Discretionary
- Execution
Location
- 2 UK Locations
Investment
- Investment Manager
- Founded 1958
Pooled Accounts
- Minimum Account £1K
- Assets Under Management £14.09B
- Number Of Clients 31358
Segregated Accounts
- Minimum Account £25M
- Assets Under Management £938.03M
- Number Of Clients 12
About CCLA Investment Management Limited
CCLA was born out of an aspiration to provide responsibly managed, cost-efficient investments for charities and churches across the UK. CCLA looks after the assets of more charities than any other investment manager in the UK (as reported in the Fund Management Surveys 2020 to 2025 published by Charity Finance). We aim to continue to grow the business by providing products and services that strive for strong long-term performance, are fairly priced and protect the reputation of our 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.
In 2024, we started looking for a partner to increase our ability to serve the sectors we support and expand our stewardship activities. We found that partner in Jupiter Fund Management plc, who acquired CCLA in 2026.
Today, CCLA is one of the UK’s largest managers of charity, faith and public sector investments, providing pooled and bespoke portfolios, and championing responsible investment. We know that charities and not-for-profit organisations measure success not in profits, but in lives improved and futures secured. At CCLA, we are honoured to stand alongside them – helping to manage their investments and invest with purpose – so that their impact endures across generations.
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.