Church Investments & Deposits
The Congregational Federation Limited administers funds on behalf of Congregational churches throughout the country. The records for these assets are kept separate from those of the company and are subject to independent scrutiny. Churches holding investments and/or deposits with the Congregational Federation Limited are required to send a copy of their latest Annual Accounts within 10 months of their financial year end.
These are principally held with
- M&G Securities Limited who offer Fixed Interest (Charibond) and Equity Investments (Charifund).
- BlackRock Fund Managers Limited who offer BLK Charities UK Bond and BLK Catholic Charities Growth.
- CCLA Investment Management Limited who besides the COIF Deposit Fund offer Charities Ethical Investment Fund, Charities Short Duration Bond Fund and Charities Investment Fund.
However, the Congregational Federation Limited are unable to provide investment advice, but recommend that churches obtain Independent Financial Advice.
Further information from the Finance Team