Cazenove Capital launches Charity Responsible Multi-Asset Fund

31 Jul 2018

Cazenove Capital has today launched the Cazenove Charity Responsible Multi-Asset Fund, designed to meet the investment needs of charity investors.

The fund, which aims to return inflation plus 4% over the long term, will adopt a responsible investment approach relevant to charity investor requirements. Screening is aligned with common charity concerns and will integrate environmental, social and governance factors into the equity selection process, promoting best practice through engagement and voting.

The fund, which is managed by the specialist charity team within Cazenove, will benefit from Schroders expertise in both equity selection and responsible investment. It will invest in a broad mix of growth and other assets focused on sustainability over the long-term.

Kate Rogers, Head of Policy, Charities at Cazenove Capital said:

“Research from our 2017 Cazenove Charities Investment Survey[1] showed that 81% of charity investors are aiming for perpetuity often reflected in an inflation plus spending objective. The Cazenove Charity Responsible Multi-Asset Fund meets this objective aiming for inflation protection and an attractive income over the long term. We are delighted to be able to offer this solution to charity investors and help fulfil their specific investment needs.”


For further information, please contact:

Charlotte Banks

Tel:+44 (0) 20 7658 2589/

Note to Editors

About Wealth Management

As a long-established wealth manager with an absolute focus on preserving and growing our clients’ wealth, what matters most to our clients, matters most to us. 

Private individuals, family offices, trusts, institutions and charities all rely on us to provide them with bespoke wealth management services. Skilled in investment management, wealth planning and banking services – we also offer discretionary fund management to external advisers and their clients, and we are the largest charity fund manager by assets under management in the UK. 

For two centuries we have helped clients look forward to a successful future. With each client, we plan for the long term and invest the time to gain a detailed understanding of their unique circumstances, goals and ambitions. The majority of our clients, and many of our own people, work with us for years, decades and even generations. This creates relationships of unusual depth.

Our experience of navigating complex markets and adapting to change helps us balance risk and reward. The investment expertise we call upon as part of Schroders, a truly global asset manager, combined with our long-standing experience of advising clients, is what sets us apart.

[1] Source: Cazenove Charities Investment Survey 2017 (236 participants)



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