26FEB 2020
12:30 pm - 45 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


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.

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 practice 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.

By investing in the Responsible Multi-Asset Fund your Charity can reduce the equity portfolio carbon footprint by up to 60% compared to the MSCI AC World Index, while actively investing in solutions to meet environmental need.

Since launch the fund has grown to over £71m with 41 underlying clients. Hear from Tom, Nathalie and Emilie as they review how the fund has been investing, our views on the market outlook, as well as answering your questions.


Charity Responsible Multi-Asset Fund

Tom Montagu-Pollock, Nathalie Krekis and Emilie Shaw

Fund team


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:

James Brennan

James Brennan

Portfolio Director