Charity Sustainable Multi-Asset Fund

Previously named as Responsible Multi-Asset Fund

The Fund (name change as at 19 June 2023) is designed for charities who want to align their investments with their charitable mission and invest for a better future. Our intention is for the Fund to have a positive impact on people and the planet by avoiding harm through ESG integration and exclusions, benefiting stakeholders through responsible business activities and contributing to solutions through influence and investing for impact. The Fund has a target 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*.

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*Target return and distribution are not guaranteed

Sustainability and Impact Annual Report 2023 - Charity Sustainable Multi-Asset Fund

Our fourth annual Sustainability and Impact Report explores how we invest to achieve better outcomes for people and the planet while targeting attractive financial returns to meet your investment goals.

Download the report and find out more here

Decarbonisation, demographics and deglobalisation: Sustainable Multi-Asset Fund Strategy Evolution

The “3D Reset” refers to the three “Ds” of deglobalisation, decarbonisation and demographics. We believe these ongoing trends have had and will continue to have significant long-term implications for investors.

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.