Charity Multi-Asset Fund

The Fund is designed for charities who want to adopt a diversified multi-asset and multi-manager approach targeting a return of Inflation (CPI) +4% per annum over rolling ten year periods with distribution units paying a total return target distribution of 4% per annum*. The Fund aims to deliver a smoother pattern of returns relative to equity markets and combines dynamic asset allocation with a best of breed approach for charities wanting to diversify their manager risk.

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*Target return and distribution are not guaranteed

Decarbonisation, demographics and deglobalisation: Charity Multi-Asset Fund Strategy & Implementation Evolution

As we navigate through these significant shifts, we have identified three key trends - deglobalisation, decarbonisation, and demographics, collectively referred to as the "3D Reset". These trends are shaping the global economy and influencing our investment strategy.

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.