# COIF CHARITIES ETHICAL INVESTMENT FUND

## Details

- **Country:** England & Wales
- **Charity number:** 1132054
- **Other names:** COIF CHARITIES ETHICAL INVESTMENT FUND
- **Status:** Registered
- **Legal form:** Other
- **Registered:** Oct. 8, 2009
- **Register:** https://register-of-charities.charitycommission.gov.uk/en/charity-search/?p_p_id=uk_gov_ccew_onereg_charitydetails_web_portlet_CharityDetailsPortlet&p_p_lifecycle=0&p_p_state=maximized&p_p_mode=view&_uk_gov_ccew_onereg_charitydetails_web_portlet_CharityDetailsPortlet_regId=1132054


## Contact

- **Address:** CCLA Fund Managers Ltd, 1 Angel Lane, London
- **Postcode:** EC4R 3AB
- **Phone:** 02074896046
- **Email:** MARCELINA.MOCHALSKA@CCLA.CO.UK
- **Website:** www.ccla.co.uk



## Activities

**Objects:** THE OBJECT OF THE FUND SHALL BE THE PROVISION OF A COMMON INVESTMENT FUNDFOR THE INVESTMENT OF SUMS OF MONEY AND OTHER PROPERTY FROM TIME TO TIME TRANSFERRED TO THEFUND BY OR ON BEHALF OF A PARTICIPATING CHARITY: PROVIDED THAT THE PARTICIPATING CHARITIES SHALL BEENTITLED, SUBJECT TO THE PROVISIONS OF THIS SCHEME, TO THE CAPITAL AND INCOME OF THE FUND IN SHARESDETERMINED BY REFERENCE TO THE AMOUNT OR VALUE OF THE MONEYS OR PROPERTY TRANSFERRED TO THE FUNDBY OR ON BEHALF OF EACH PARTICIPATING CHARITY AND TO THE VALUE OF THE FUND AT THE TIME OF THETRANSFERS.

**Activities:** AN ETHICAL INVESTMENT FUND SPECIFICALLY DESIGNED FOR CHARITIES REQUIRING INVESTMENTS IN COMPANIES WILLING TO ENGAGE IN ETHICAL AND SOCIAL RESPONSIBLE PRACTICES.  THE FUND IS MANAGED BY CCLA INVESTMENT MANAGEMENT LIMITED.

**Area of benefit:** UNDEFINED. IN PRACTICE, NATIONAL




## Classification

- **How:** Provides Services
- **What:** Other Charitable Purposes
- **Who:** Other Charities Or Voluntary Bodies



## Areas of operation

- Throughout England And Wales



## Finances

| Period end | Income | Expenditure | Assets | Employees |
|---|---|---|---|---|
| Dec. 31, 2024 | £55029 | £79238 | — | — |
| Dec. 31, 2023 | £49516 | £73212 | — | — |
| Dec. 31, 2022 | £41455 | £67399 | — | — |
| Dec. 31, 2021 | £29626000 | £58001000 | — | — |
| Dec. 31, 2020 | £22228000 | £38697000 | — | — |



## Trustees

- CCLA FUND MANAGERS LIMITED (MANAGER) — appointed July 22, 2014
- HSBC BANK PLC (CORPORATE TRUSTEE AND CUSTODIAN) — appointed April 30, 2012
- Julia Hobart — appointed Aug. 1, 2015
- KEVIN CORRIGAN — appointed Aug. 1, 2015
- Katrina Shenton — appointed June 6, 2023
- Kevin Andrew Richmond — appointed Oct. 14, 2023