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CCLA Investment Management Limited

  • Investment Manager

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. O

  • Based: Global
  • Founded: 1958

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. 

On  10 July, CCLA announced that it will be joining Jupiter Fund Management plc, subject to regulatory approval: https://www.ccla.co.uk/news-media/ccla-joins-jupiter-im-group. The sale was recently approved by the Financial Conduct Authority and is now expected to complete in early February 2026.

Charity funds offered

Available products and minimum investment by fund type.

Charity pooled fund

£1k

Minimum investment

  • Charity clients31459
  • Total assets£14.29bn
  • Discretionary
  • Execution Only

Segregated mandate

£25m

Minimum investment

  • Charity clients12
  • Total assets£939m
  • Discretionary
  • Execution Only

Get in touch with CCLA Investment Management Limited

Send a direct enquiry to CCLA Investment Management Limited. We pass it on through Charity Intelligence so we can follow up and make sure you got a useful response.

Your enquiry and contact details will be shared with CCLA Investment Management Limited.