Charity Equity Value Fund

The Fund adopts a value style approach and aims to achieve a rate of total return above that of the FTSE All-Share Index on a rolling five-year basis, whilst excluding investment in tobacco manufacturers. This Fund is for charities wanting exposure to the UK Equity Market.

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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.

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.