23JUL 2019
2:00 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 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.

As the fund nears its first anniversary, hear from Tom and Nathalie as they review how the fund has been invested since launch and our views on the market outlook.


Charity Responsible Multi-Asset Fund

Tom Montagu-Pollock and Nathalie Krekis

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