CCLA

Services Provided

  • Discretionary
  • Execution

Location

  • 2 UK Locations

Investment

  • Investment Manager
  • Founded 1958

Pooled Accounts

  • Minimum Account £1K
  • Assets Under Management £7.77B
  • Number Of Clients -2147483648

Segregated Accounts

  • Minimum Account £10M
  • Assets Under Management £950M
  • Number Of Clients 44

About CCLA

CCLA is one of the UK's largest charity fund managers according to the latest Charity Finance Survey. Managing investments for charities, religious organisations and the public sector is all we do. 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
• are managed responsibly

Our investment solutions for clients are flexible and our people understand the particular needs and challenges facing charity investors.

Upcoming Events

CCLA Investment Seminars- Exeter

04.12.2019 12:30 - 16:30

CCLA Investment Seminars- Nottingham

20.11.2019 12:30 - 16:30

CCLA Investment Seminar- Edinburgh

08.10.2019 12:45 - 17:30

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.