Webinars

19SEP 2018
3:00 pm - 45 minutes

Webconference

Charity Responsible Multi-Asset Fund webinar

This event has ended

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

About

Launched on the 1st 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. The Fund benefits from Schroders’ market leading responsible investment team and adopts an integrated approach, examining environmental, social and governance factors as part of the investment process; and using our influence to promote best practise by the companies in which we invest. This approach sits alongside an ethical screen to ensure the fund does not invest in areas of common ethical concern.

Hear from Tom and Nathalie as they review how the fund has been invested since launch and our views on the market outlook.

Presentation

  • Charity Responsible Multi-Asset Fund

    Tom Montagu-Pollock and Nathalie Krekis

    Fund team

Speakers

Tom Montagu-Pollock

Portfolio Director and Co-Manager, Charity Multi-Asset Fund

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.

More Details

Charity Responsible Multi-Asset Fund

The Charity Responsible Multi-Asset Fund, part of the suite of Charity Authorised Investment fund range launched on 1st August 2018.


 

Contact Cazenove Charities

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

Giles Neville

Giles Neville

Head of Charities giles.neville@cazenovecapital.com
John Clifton

John Clifton

Business Development Manager john.clifton@cazenovecapital.com