CCLA Investment Management

Institutional Investor England, United Kingdom ·Founded 1958

Overview

CCLA Investment Management is a UK-based investment management firm specializing in responsible and sustainable investment solutions for charities, churches, and local authorities. The firm offers a range of investment solutions, including bespoke solutions, cash and bonds, equities, multi-asset, and property funds, all managed with an emphasis on ethical and responsible investment practices. It is recognized for its sustainable investment funds and initiatives aimed at promoting healthier markets and societal impact. The firm was founded in 1958 and is based in London, United Kingdom. In July 2025, CCLA Investment Management was acquired by Jupiter Asset Management. CCLA Investment Management is a UK-based investment management firm specializing in responsible and sustainable investment solutions for charities, churches, and local authorities. The firm offers a range of investment solutions, including bespoke solutions, cash and bonds, equities, multi-asset, and property funds, all managed with an emphasis on ethical and responsible investment practices. It is recognized for its sustainable investment funds and initiatives aimed at promoting healthier markets and societal impact. The firm was founded in 1958 and is based in London, United Kingdom. In July 2025, CCLA Investment Management was acquired by Jupiter Asset Management. CCLA Investment Management is a UK-based investment management firm specializing in responsible and sustainable investment solutions for charities, churches, and local authorities. The firm offers a range of investment solutions, including bespoke solutions, cash and bonds, equities, multi-asset, and property funds, all managed with an emphasis on ethical and responsible investment practices. It is recognized for its sustainable investment funds and initiatives aimed at promoting healthier markets and societal impact. The firm was founded in 1958 and is based in London, United Kingdom. In July 2025, CCLA Investment Management was acquired by Jupiter Asset Management.

Investment Focus

  • Charities
  • Churches
  • Local Authorities

Portfolio Companies

BPNational GridLegal & GeneralDiageoUnileverBritish American TobaccoImperial BrandsAstraZenecaGlaxoSmithKlineHSBCBarclaysAvivaPrudentialVodafoneBT GroupRoyal Dutch ShellTescoLloyds Banking GroupStandard CharteredReckitt Benckiser

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Frequently asked questions about CCLA Investment Management

What sectors does CCLA Investment Management invest in?

CCLA Investment Management invests in Financial Services, Technology, Healthcare, Energy, Consumer Goods and Real Estate, and is based in England, United Kingdom. CCLA Investment Management is listed as a institutional investor in the ConnectSafely investor database.

What stage does CCLA Investment Management invest at?

CCLA Investment Management backs companies at Growth, Late Stage and Buyout, writing cheques of 1M - 50M.

Which regions does CCLA Investment Management invest in?

CCLA Investment Management invests across United Kingdom.

Who are the partners at CCLA Investment Management?

Team members listed for CCLA Investment Management include Simon Lumsdon (Director Technology Strategy Deputy COO) and Ajay Johal (Client Investment Director).

What companies has CCLA Investment Management invested in?

CCLA Investment Management's portfolio includes BP, National Grid, Legal & General, Diageo, Unilever, British American Tobacco, Imperial Brands and AstraZeneca.

How do I contact CCLA Investment Management?

CCLA Investment Management's contact details — including phone and LinkedIn — are listed in the ConnectSafely investor database, along with its website and the LinkedIn profiles of its partners.

Last updated · Source: ConnectSafely investor database