PERSPECTIVE3-5 min to read

Charity Multi-Asset Fund update

Watch our latest Charity Multi-Asset Fund update with Tom Montagu-Pollock and Chris Lewis.

11/05/2022
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Authors

Tom Montagu-Pollock
Co-Head of Charities and Fund Manager
Christopher Lewis
Head of Investment Strategy, Wealth Management

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.

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
Christopher Lewis
Head of Investment Strategy, Wealth Management

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.