Charity Equity Income Fund
The Fund primarily aims to provide an attractive and steady level of income by investing mainly in UK equities. The Fund targets a premium yield in excess of the FTSE All-Share Index, whilst excluding direct investment in tobacco manufacturers.
*Target return and distribution are not guaranteed
Upcoming Cazenove Charities events
Each year we run a number of different events including our trustee training, giving you the opportunity to learn from investment, financial and legal professionals as well as introducing you to peers in other organisations. We also hold regular lunches and webinars focusing on our specialist charity funds and end the year with our flagship annual charity investment forum.
Contact Cazenove Charities
Achieving your charity's investment objectives takes time and thought. To find out how we can help you please contact us below.