SNAPSHOT2 min read

Sustainable Multi-Asset Fund Update – July 2023

Tom Montagu-Pollock, Emilie Shaw and Matt Best provide an update on the first half of 2023 for the Sustainable Multi-Asset Fund (previously named as Responsible Multi-Asset Fund).

14/07/2023

Authors

Tom Montagu-Pollock
Co-Head of Charities and Fund Manager
Emilie Shaw
Portfolio Director and Sustainable Investment Specialist
Matt Best
Portfolio Manager

As the Sustainable Multi-Asset Fund approaches its five-year anniversary, Tom Montagu-Pollock, Emilie Shaw and Matt Best provide an update on the Fund.

The update focuses on investment philosophy, performance, our current views and positioning in light of those views as well as discussing some of the findings in our latest Impact Report.

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
Emilie Shaw
Portfolio Director and Sustainable Investment Specialist
Matt Best
Portfolio Manager

Topics

Charities
Charity Responsible 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.