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Webinars

13MAY 2020
12:00 pm - 60 minutes

Webconference

Charity Multi-Asset Fund webinar

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You can download the presentation slides or watch the presentation recording below

About

Launched on the 1 August 2018 The Charity Responsible Multi-Asset Fund is a long-term investment fund with a diversified strategy investing in equities, bonds, property and alternative assets that aims to pay out 4% per annum whilst being managed with a long term performance target relative to inflation.

Presentation

Charity Multi-Asset Fund webinar

Tom Montagu-Pollock & Nathalie Krekis, Portfolio Directors and Charlotte Yonge, Assistant Fund Manager - Troy Trojan Fund

Speakers

Tom Montagu-Pollock

Cazenove Charities
Portfolio Director and Charity Multi-Asset Fund Manager

Tom began his investment career in 2005 after graduating from Newcastle University with a BA (Hons) in Business Management.

He is now a Portfolio Director with responsibility for a number of segregated portfolios and clients invested in a common investment fund, the Charity Multi-Asset Fund. He co-manages this fund having been involved in its running since launch in 2007.

Tom is a full member (MCSI) of the Chartered Institute for Securities and Investment. He has also completed the London Business School Foundation and Endowment Asset Management Course.

Nathalie Krekis

Cazenove Charities
Portfolio Director

Nathalie joined Cazenove Capital after graduating from Leeds University in 2008 with a BSc in Sports Science where she was also an athletic scholar. Nathalie has completed the Chartered Institute of Securities and Investment diploma and is a Portfolio Director within the Charity team. She is Chair of the European Equity Fund Committee and a member of the Asian Equity, Private Equity and Charity Investment Committee. Nathalie is also a Member of the Chartered Institute of Securities and Investment and a Fellow of the Royal Society of Arts.

Charlotte Yonge

Assistant Fund Manager of the Troy Trojan Fund
 

Contact Cazenove Charities

Achieving your charity's investment objectives takes time and thought. To find out how we can help you please contact:

James Brennan

James Brennan

Portfolio Director james.brennan@cazenovecapital.com