Charity Multi-Asset Fund Update

10 May 2022


Tom Montagu-Pollock, Co-Head of Charities and Fund Manager, and Chris Lewis, Investment Director, provide an update on the Charity Multi-Asset Fund.

2022 to date has seen a pick-up in downside volatility as investors have remained cautious of the prospect of slower economic growth alongside rising inflation, the continued escalation of tension between Russia and Ukraine, China's no-covid policy leading to more lockdowns and concerns over the strength of corporate guidance all weighing on sentiment. This has been a strong catalyst for stocks and bonds to sell off since the start of the year. Along with that, we have a rising dollar and rising commodity prices.

The Fund’s diversified approach has held up relatively well in the current environment. We would like to reassure you that we will remain vigilant on your behalf as we manage your investments through the current uncertainty whilst keeping a focus on the long-term return target.

Event Speakers

Slide 1 of 2

Tom Montagu-Pollock

Co-Head of Charities

Christopher Lewis

Christopher Lewis Head of Investment Strategy

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The value of your investments and the income received from them can fall as well as rise. You may not get back the amount you invested.