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2019

Charity Multi-Asset Fund update - Q2 2019

Tom Montagu-Pollack discusses market developments, the Fund’s recent performance and our current positioning

09 Jul 2019

Tom Montagu-Pollock

Tom Montagu-Pollock

Portfolio Director and Charity Multi-Asset Fund Manager

Cazenove Charities

  • Global equities and bonds have benefited from indications of easier monetary policy from major central banks.
  • The Charity Multi-Asset Fund generated a total return of 3.1% for the quarter and continues to meet its long-term objectives.
  • Equities are no longer cheap but we retain a neutral exposure to the asset class to gain exposure to modest growth in corporate profits. We remain underweight bonds, given that the yields on offer from government bonds are below current inflation. We continue to like alternative assets for diversification purposes. 
  • The fund now manages over £600m on behalf of over 360 underlying charity investors.

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