Charity Multi-Asset Fund update

Tom Montagu-Pollock, Co-Head of Charities and Fund Manager, and Chris Lewis, Investment Director, provide an update on the Charity Multi-Asset Fund.

2022 to date has seen a pick-up in downside volatility as investors have remained cautious of the prospect of slower economic growth alongside rising inflation, the continued escalation of tension between Russia and Ukraine, China's no-covid policy leading to more lockdowns and concerns over the strength of corporate guidance all weighing on sentiment. This has been a strong catalyst for stocks and bonds to sell off since the start of the year. Along with that, we have a rising dollar and rising commodity prices.

The Fund’s diversified approach has held up relatively well in the current environment. We would like to reassure you that we will remain vigilant on your behalf as we manage your investments through the current uncertainty whilst keeping a focus on the long-term return target.

The opinions contained herein are those of the author and do not necessarily represent the house view. This document is intended to be for information purposes only. The material is not intended as an offer or solicitation for the purchase or sale of any financial instrument. The material is not intended to provide, and should not be relied on for, accounting, legal or tax advice, or investment recommendations. Information herein is believed to be reliable but Cazenove Capital does not warrant its completeness or accuracy. No responsibility can be accepted for errors of fact or opinion. This does not exclude or restrict any duty or liability that Cazenove Capital has to its customers under the Financial Services and Markets Act 2000 (as amended from time to time) or any other regulatory system. Cazenove Capital is part of the Schroder Group and a trading name of Schroder & Co. Registered Office at 1 London Wall Place, London EC2Y 5AU. Authorised by the Prudential Regulation Authority and regulated by the Financial Conduct Authority and the Prudential Regulation Authority. For your security, communications may be taped and monitored. 

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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