Our services

Cazenove Capital Management is proud to be able to offer one of the broadest ranges of investment services to the charity sector.  As part of the Schroders group we have access to a large range of investment expertise, skills and products.  However, our independence also allows us to access the best funds in the industry, whether from Schroders or other managers.  For charities with over £1m to invest, we are able to offer our portfolio management service where clients can benefit from a tailored investment approach.  Our charity funds allow smaller charities cost effective access to our investment management expertise.

 

Multi-asset investing

Our multi-asset investment process falls into three key stages:

  • Strategic asset allocation allows us to construct a multi-asset portfolio specifically designed to meet or exceed your charity’s investment objectives
  • Tactical asset allocation seeks to add value over a business cycle by favouring those asset classes that we believe are attractive. 
  • Investment selection allows us to select companies or funds that we believe will outperform.  We can offer both directly invested and pooled portfolios, drawing on the resource of the Schroders group and the best fund managers in the industry.

We cater for a broad range of client objectives, from capital preservation to inflation protection, encompassing both total return and income biased approaches. 

The Charity Multi-Asset Fund seeks to maintain the capital value against inflation over the long term, whilst generating an attractive and sustainable distribution (currently 4% p.a.) to meet current needs.  The approach seeks to reduce volatility through broad diversification across asset classes and funds, and targets a total return objective of inflation plus 4% over the long term. 

  • Expertise in Property, Commodities and Absolute Return
  • Best of breed third party funds

Contact Us

John Clifton

Business Development Manager

Tel: 020 7658 3636 

john.clifton@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.