Charity Investment

Charity Responsible Multi-Asset Fund update

Tom Montagu-Pollock and Emilie Shaw look back on the portfolio’s performance in 2018 and ahead to 2019

24/01/2019

Tom Montagu-Pollock

Tom Montagu-Pollock

Portfolio Director and Charity Multi-Asset Fund Manager

Cazenove Charities

Emilie Shaw

Emilie Shaw

Sustainable Investment Specialist

Cazenove Charities

Cazenove Capital’s research suggests most charities look to distribute 3-4% of assets each year, supporting the aim of this portfolio which is to deliver inflation plus 4%.

As importantly, we know that growing numbers of charities wish to reflect their aims and mission in their investment policy – which this approach enables them to do.

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. 

Contact Cazenove Charities

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

Kate Rogers

Kate Rogers

Co-head of Charities kate.rogers@cazenovecapital.com
Alex Baily

Alex Baily

Co-head of Charities alex.baily@cazenovecapital.com