Sustainable Multi-Asset Fund Update

Tuesday 15 July 2025, 12.00PM - 1.00PM

About

Tom Montagu-Pollock, Emilie Shaw and Matt Best provided a half yearly update for the Sustainable Multi-Asset Fund. They were joined by Charles Somers, the co-manager of the core global equity strategy.

This was held as a hybrid event.

The update covered investment philosophy, performance, our current views and positioning in light of those views as well as the Fund’s positive impact on people and the planet.

This session is designed to be a useful update for current investors as well as to provide an insight into the fund for potential charity investors.

Event Speakers

Slide 1 of 4

Tom Montagu-Pollock

Co-Head of Charities and Fund Manager

Emilie Shaw

Portfolio Director and Sustainable Investment Specialist

Matt Best

Portfolio Director

Charles Somers

Portfolio Director, International Multi-Cap, Schroders

1 London Wall Place, London, EC2Y 5AU

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