Charity Investment

Charity Multi-Asset Fund is 8

14/07/2015

Tom Montagu-Pollock

Tom Montagu-Pollock

Team Leader and Co-Manager, Charity Multi-Asset Fund

Cazenove Charities

It has been eight years since the Charity Multi-Asset Fund was launched with the initial support of two charities investing a total of £1m. The Fund provides an efficient yet diversified way of investing and is designed to generate a sustainable income whilst protecting against the effects of inflation over the long term. This approach has meant that the fund has been well supported and has grown to £397m with 247 charity investors.

Over the last five years the Charity Multi-Asset Fund has generated total returns ahead of the inflation plus 4% target. Those investors with income requirements have received a regular quarterly distribution of 1%, ensuring their spending needs continue to be met.

Whilst we are proud to have reached the Fund’s eighth anniversary, we continue to do our best for our charity investors in what remains an uncertain environment. As ever, thank you for your support.

Charity Multi-Asset Fund quarterly factsheet

Guide to making a CIF investment

Charity Fund application form 

 

For more information, please contact your Portfolio Director or:

Joanna Barton

Tel: 020 7658 3104 

joanna.barton@cazenovecapital.com 

 

IMPORTANT INFORMATION

The opinions contained herein are those of the Charity team at Cazenove Capital Management and do not necessarily represent the House View. This document is intended to be for information purposes only. The material is not intended as an offer or solicitation for the purchase or sale of any financial instrument. The material is not intended to provide, and should not be relied on for, accounting, legal or tax advice, or investment recommendations. Information herein is believed to be reliable but Cazenove Capital Management does not warrant its completeness or accuracy. No responsibility can be accepted for errors of fact or opinion. This does not exclude or restrict any duty or liability that Cazenove Capital Management has to its customers under the Financial Services and Markets Act 2000 (as amended from time to time) or any other regulatory system.

Past performance is not a guide to future performance. The value of an investment and the income from it may go down as well as up and investors may not get back the amount originally invested.

The opinions contained herein are those of the author and do not necessarily represent the house view. This document is intended to be for information purposes only. The material is not intended as an offer or solicitation for the purchase or sale of any financial instrument. The material is not intended to provide, and should not be relied on for, accounting, legal or tax advice, or investment recommendations. Information herein is believed to be reliable but Cazenove Capital does not warrant its completeness or accuracy. No responsibility can be accepted for errors of fact or opinion. This does not exclude or restrict any duty or liability that Cazenove Capital has to its customers under the Financial Services and Markets Act 2000 (as amended from time to time) or any other regulatory system. Cazenove Capital is part of the Schroder Group and a trading name of Schroder & Co. Limited 12 Moorgate, London, EC2R 6DA. Authorised by the Prudential Regulation Authority and regulated by the Financial Conduct Authority and the Prudential Regulation Authority. For your security, communications may be taped and monitored. 

Contact Cazenove Charities

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 giles.neville@cazenovecapital.com
John Clifton

John Clifton

Business Development Manager john.clifton@cazenovecapital.com