Charity Responsible Multi-Asset Fund webinar recording

Tom Montagu-Pollock, Emilie Shaw and Joe Davies provide our second half yearly update of 2021 for the Responsible Multi-Asset Fund. They are joined by Katherine Davidson who is the Manager of the Schroders Global Sustainable Growth Fund which forms the core of our global equity exposure.

The update covers the investment philosophy, performance, our current views and positioning in light of those views as well as discussing the Fund’s Responsible Investment Policy, the positive impact of the Fund on people and the planet as well as focusing on some impact investment examples..

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