Our funds

Common Investment Funds

Our suite of four Common Investment Funds (CIFs), authorised by the Charity Commission, is designed specifically for charities, whatever their size, with a minimum investment of just £1,000. 

In combination, they provide a unique pooled offering for charities and reflect our commitment to the sector. CIFs are professionally managed funds in which investors can purchase units. They adopt a structure that is similar to a unit trust but only charities in England, Wales, Scotland and Northern Ireland may invest in them.

Dedicated fund range

The Charity Multi-Asset Fund encapsulates our comprehensive multi-asset approach. We have two UK Equity funds with complimentary styles. Our UK Bond fund seeks to generate attractive regular income and outperform UK government bonds.  

Further information on performance and pricing on the funds is also available.

The Charity Multi-Asset Fund

The Charity Multi-Asset Fund is a long term investment fund with a diversified strategy investing in equities, bonds, property and alternative assets

Managers: Kate Rogers, Tom Montagu-Pollock

FUND INFORMATION     QUARTERLY FACTSHEET

The Charity Equity Fund

The Charity Equity Fund aims to achieve a rate of total return above that of the FTSE All Share Index on a rolling five year basis.

Managers: Nick Kirrage, Kevin Murphy, Andrew Lyddon

FUND INFORMATION     QUARTERLY FACTSHEET

 

The Equity Income Trust for Charities

The Equity Income Trust for Charities primarily aims to provide a high and steady level of income by investing mainly in UK equities, targeting a yield of 30% in excess of the FTSE All-Share Index.

Manager: Matthew Hudson

FUND INFORMATION     QUARTERLY FACTSHEET

The Income Trust for Charities

The Income Trust for Charities aims to provide a high and steady level of income through investing mainly in UK government and other fixed interest securities, or derivatives thereof.

Manager: Alexander Smitten

 

FUND INFORMATION     QUARTERLY FACTSHEET

Contact Us

Jeremy Barker

Portfolio Director

Tel: 020 7658 1107
jeremy.barker@cazenovecapital.com

 

The value of investments and the income received from them can fall as well as rise. Investors may not get back the amount invested.