2019

Responsible Multi-Asset Fund: 2019 first quarter update

Nathalie Krekis, co-manager of the newly launched Responsible Multi-Asset Fund, discusses the fund’s performance and positioning, corporate profits and Schroders’ sustainable investment report.

01 Apr 2019

Nathalie Krekis

Nathalie Krekis

Portfolio Director

Cazenove Charities

Fund benefits from stock market rebound

Stock markets around the world have recovered sharply over the quarter. This helped the Responsible Multi-Asset Fund generate a return of 6% since the start of the year. 

Positioning - neutral equities and tactically underweight bonds

We would look to add to our equity position on market pullbacks. We prefer alternative asset classes to fixed income.

What we’re watching

With unemployment at very low levels, we’ll be looking at corporate earnings to see whether higher wage costs are starting to impact profits. 

Sustainability report

We have just published our 2018 sustainable investment report. Last year, we were involved in 2,200 ESG engagements and retained our A+ rating from the UN PRI.

You can download the report here

 

 

Contact Cazenove Capital

To discuss your wealth management requirements, or to find out more about our services and how we can help you, please contact: