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Driving Positive Change: Unveiling CCLA's Better World Global Equity Fund with Charlotte Ryland

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Learning: Unstructured

In this video, our host Mark Colegate is joined by Charlotte Ryland, Head of investments at CCLA, who introduces the Better World Global Equity Fund, a global equity fund that uses the MSCI World index as its comparator benchmark for performance. The fund aims to deliver a total return over the long term (at least 5 years) while aligning with CCLA's Better World investment philosophy. Charlotte emphasizes the philosophy of using the power of investments to drive positive change in the real world and delves into the fund's valuation approach, highlighting the focus on individual stocks rather than maintaining high cash positions during expensive market periods. The conversation explores the role of sustainability in risk control and its potential as an indicator of future returns.

Capital at risk. Past performance is not a reliable indicator of future results.