CCLA
Darperir y wybodaeth ganlynol fel gwybodaeth gefndirol yn unig ac ni ddylai fod yn gyfystyr â chymeradwyaeth Esgobaeth Bangor am unrhyw gynnyrch a restrir isod.
Os dewch ar draws gwaith papur gyda CCLA arno, mae'n arwydd da y gallech fod â rhyw fath o fuddsoddiad gyda CCLA sy'n cael ei reoli'n lleol yn yr un modd â'ch cyfrifon banc eraill.
Mae CCLA yn sefyll am Eglwysi, Elusennau ac Awdurdodau Lleol ac yn olrhain ei wreiddiau yn ôl i 1958 gyda lansiad Cronfa Fuddsoddi Eglwys Loegr, a oedd yn caniatáu i sefydliadau eglwysig gronni eu cronfeydd a mwynhau mynediad effeithlon i wasanaethau rheoli cronfeydd proffesiynol. Dilynwyd yr arweiniad hwn yn 1961 gan awdurdodau lleol ac yn 1963 gan y Comisiwn Elusennau ar gyfer y farchnad elusennau ehangach.
Yn dilyn cyflwyno rheoleiddio gwasanaethau ariannol, crëwyd CCLA (Eglwysi, Elusennau ac Awdurdodau Lleol) Investment Management Limited ym 1987 gyda strwythur cyfranddaliad a oedd yn adlewyrchu ei sylfaen cleientiaid.
Mae'r rhan fwyaf o'r buddsoddiadau sydd gan Ardaloedd Weinidogaeth drwy CCLA yn defnyddio eu Cronfeydd Elusennau COIF:
- Cronfa Fuddsoddi Elusennau COIF
- Cronfa Llog Sefydlog Elusennau COIF
- Cronfa Adnau Elusennau COIF
- Cronfa Eiddo Elusennau COIF
- Cronfa Incwm Ecwiti Byd-eang Elusennau COIF
- Cronfa Buddsoddi Moesegol Elusennau COIF
Er mwyn cymhlethu materion, mae gan Gorff Cynrychiolwyr yr Eglwys yng Nghymru gerbyd buddsoddi COIF ond bydd gan y rhai a grybwyllir uchod logo CCLA a chyfeirnodau cyfrif ar gwaith papur os ydynt yn fuddsoddiadau a reolir yn lleol.
CCLA
The following information is provided as background information only and should not constitute an endorsement by the Diocese of Bangor for any product listed below.
If you come across paperwork with CCLA written on it, it is a good indication that you may have some form of investment with CCLA that is managed locally in the same way as your other bank accounts.
CCLA stands for Churches, Charities and Local Authorities and traces its roots back to 1958 with the launch of The Church of England Investment Fund, which allowed church organisations to pool their funds and enjoy efficient access to professional fund management services. This lead was followed in 1961 by local authorities and in 1963 by the Charity Commission for the broader charity market.
Following the introduction of financial services regulation, CCLA (Churches, Charities and Local Authorities) Investment Management Limited was created in 1987 with a shareholding structure that reflected its client base.
Most of the investments that Ministry Areas have through CCLA use their COIF Charities Funds:
- COIF Charities Investment Fund
- COIF Charities Fixed Interest Fund
- COIF Charities Deposit Fund
- COIF Charities Property Fund
- COIF Charities Global Equity Income Fund
- COIF Charities Ethical Investment Fund
To complicate matters, the Representative Body of the Church in Wales also has a COIF investment vehicle but the ones mentioned above will always have a CCLA logo and account reference numbers on any paperwork if they are locally managed investments.