21JUL 2020
12:30 pm - 60 minutes


Charity Responsible Multi-Asset Fund webinar

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

Charity Responsible Multi-Asset Fund webinar


Join us for our Charity Responsible Multi-Asset Fund Investor update.

Launched on the 1 August 2018, the Charity Responsible Multi-Asset Fund 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.

Since launch the fund has grown to £102m with over 50 underlying clients.

The presentation will include a review of how the fund has been invested over recent months, our views on the market outlook, the evolved Responsible Investment Policy and reporting on the impact of the Fund on people and planet. Tom and Emilie will be joined by Alex Monk, Fund Manager of the Schroder Global Energy Transition Fund, who will discuss the global transition towards a lower-carbon economy and the investment opportunity this presents.

This session is designed as a useful update for current investors as well as to provide an insight into the fund for potential charity investors.


Charity Responsible Multi-Asset Fund webinar

Tom Montagu-Polock, Emilie Shaw, Alex Monk



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