PERSPECTIVE3-5 min to read

Charity Multi-Asset Fund webinar recording

Tom Montagu-Pollock and Joe Davies present an overview and update on the Fund’s investment philosophy, performance, our economic outlook and current positioning.

02/12/2020
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Authors

Tom Montagu-Pollock
Co-Head of Charities and Fund Manager
Jennifer Martin
Global Equity Portfolio Specialist

Tom and Joe are joined by Jennifer Martin, Product Specialist in the U.S. Equity Team of T. Rowe Price. Jennifer provides an introduction to the T. Rowe Price Global Technology Fund, which is a thematic holding within the Charity Multi-Asset Fund’s global equity allocation.

Over the last 5 years the Charity Multi-Asset Fund has returned +6.7% p.a. net of fees, exceeding the target return (inflation +4%) of +6.2% p.a. 

Against a volatile market backdrop, the Fund has returned +5% for the year with performance benefiting from the evolution of the strategy over the last few years.

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
Jennifer Martin
Global Equity Portfolio Specialist

Topics

Perspective
Charities
Charity Multi-Asset Fund

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.