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Charity Multi-Asset Fund Update – H2 2023

Tom Montagu-Pollock and Adam Spring provide a half-yearly update for the Charity Multi-Asset Fund.

11/12/2023

Authors

Tom Montagu-Pollock
Co-Head of Charities
Adam Spring
Portfolio Director

Watch our latest Charity Multi-Asset Fund (CMAF) update with Tom Montagu-Pollock, Fund Manager, and Adam Spring, Portfolio Director.

Tom and Adam provide a half-yearly update on the Charity Multi-Asset Fund. They cover the investment philosophy, an update on performance against our targets, our current economic outlook and investment strategy.

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
Adam Spring
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.