Common Investment Fund events

17MAY 2017
12:00 pm

Schroders, 31 Gresham Street, LondonEC2V 7QA

Charity Multi-Asset Fund Lunch


Join us for our regular Charity Multi-Asset Fund Investor lunch. 

The presentation will include a review of how the fund has been invested over recent months and our views on the market outlook. We will be joined by Simon Adler, fund manager from the Schroders specialist value team, who will provide an update on one of the Charity Multi-Asset Fund’s core UK equity holdings, the Charity Equity Fund.

This session is designed as a useful update for current investors as well as to provide an insight into the fund for potential charity investors.


Please contact with any questions. 


There is no charge for attending.

Date and Venue

17MAY 2017


Schroders, 31 Gresham Street, London , EC2V 7QA


Please arrive promptly for registration, the presentation will start at 12:10.
Tom Montagu-Pollock and Kate Rogers will provide an update on recent performance and outlook for the Charity Multi-Asset Fund. There will be an opportunity for questions following the presentation.
A hot lunch will be served where delegates have the opportunity to meet with fellow investors.


Tom Montagu-Pollock

Cazenove Charities
Portfolio Director, Co-Manager, Charity Multi-Asset Fund

Tom began his investment career in 2005 after graduating from Newcastle University with a BA (Hons) in Business Management.

He is now a Portfolio Director with responsibility for a number of segregated portfolios and clients invested in a common investment fund, the Charity Multi-Asset Fund. He co-manages this fund having been involved in its running since launch in 2007.

Tom is a full member (MCSI) of the Chartered Institute for Securities and Investment. He has also completed the London Business School Foundation and Endowment Asset Management Course.

Kate Rogers

Kate Rogers

Head of Policy, Co-Manager - Charity Multi-Asset Fund, Cazenove Charities

Kate has fifteen years investment experience, specialising in investment on behalf of charities, endowments and foundations and joined Schroders Charities in 2005 after four years with Kleinwort Benson Private Bank Charity team.

Kate is chair of the Charity Investors' Group, which is a membership organisation providing a forum for investment debate. In this role she has collaborated with CFG to launch a guide to written investment policies as well as working with the Treasury, Charity Commission and FCA on establishing a new Charity Authorised Investment Fund structure announced in the 2015 budget. Kate co-authored the reports “Intentional Investing” and  'For Good and Not For Keeps' published by the Association of Charitable Foundations in 2015 and 2013 respectively.  Kate also regularly writes on charity investment in the charity sector press.

Kate is Head of Policy at Cazenove Charities, responsible for sector engagement as well as co-managing a common investment fund, the Charity Multi-Asset Fund. She is a CFA charterholder and has a BSc (Hons) in Natural Sciences from the University of Durham.  Kate sits on a number of charity boards; is a finance committee member of the Cripplegate Foundation, is chair of her local community charity, and governor of her local primary school.


Contact Cazenove Capital

Achieving your charity's investment objectives takes time and thought. 

To find out how we can help you please contact:


Giles Neville

Giles Neville

Head of Charities
John Clifton

John Clifton

Business Development Manager