PERSPECTIVE3-5 min to read

Charity Multi-Asset Fund update - May 2020

Tom Montagu-Pollock, Nathalie Krekis and Joe Davies provide an update on the Fund and how we have been managing the portfolio through the current market volatility. Charlotte Yonge, Assistant Fund Manager of the Troy Trojan Fund, also provides an update on the Trojan Fund which is a core holding within the Charity Multi-Asset Fund’s allocation to Diversifiers.

13/05/2020

Authors

Tom Montagu-Pollock
Co-Head of Charities and Fund Manager
Nathalie Krekis
Portfolio Director

This article is issued by Cazenove Capital which is part of the Schroders Group and a trading name of Schroder & Co. Limited, 1 London Wall Place, London EC2Y 5AU. Authorised by the Prudential Regulation Authority and regulated by the Financial Conduct Authority and the Prudential Regulation Authority. 

Nothing in this document should be deemed to constitute the provision of financial, investment or other professional advice in any way. Past performance is not a guide to future performance. The value of an investment and the income from it may go down as well as up and investors may not get back the amount originally invested.

This document may include forward-looking statements that are based upon our current opinions, expectations and projections. We undertake no obligation to update or revise any forward-looking statements. Actual results could differ materially from those anticipated in the forward-looking statements.

All data contained within this document is sourced from Cazenove Capital unless otherwise stated.

Authors

Tom Montagu-Pollock
Co-Head of Charities and Fund Manager
Nathalie Krekis
Portfolio Director

Topics

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.