Charity Responsible Multi-Asset Fund update
Charity Responsible Multi-Asset Fund update
Tom Montagu-Pollock
Portfolio Director and Charity Multi-Asset Fund Manager
Cazenove Charities
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Emilie Shaw
Portfolio Director and Sustainable Investment Specialist
Cazenove Charities
See all articlesCazenove Capital’s research suggests most charities look to distribute 3-4% of assets each year, supporting the aim of this portfolio which is to deliver inflation plus 4%.
As importantly, we know that growing numbers of charities wish to reflect their aims and mission in their investment policy – which this approach enables them to do.
