Cazenove Charities launches Charity Responsible Multi-Asset Fund
Cazenove Charities has today launched the Cazenove Charity Responsible Multi-Asset Fund, designed to meet the investment needs of charity investors.
The fund, which aims to return inflation plus 4% over the long term, will adopt a responsible investment approach relevant to charity investor requirements. Screening is aligned with common charity concerns and will integrate environmental, social and governance factors into the equity selection process, promoting best practice through engagement and voting.
The fund, which is managed by the specialist charity team within Cazenove, will benefit from Schroders expertise in both equity selection and responsible investment. It will invest in a broad mix of growth and other assets focused on sustainability over the long-term.
Kate Rogers, Head of Policy, Cazenove Charities said:
“Research from our 2017 Cazenove Charities Investment Survey1 showed that 81% of charity investors are aiming for perpetuity often reflected in an inflation plus spending objective. The Cazenove Charity Responsible Multi-Asset Fund meets this objective aiming for inflation protection and an attractive income over the long-term. We are delighted to be able to offer this solution to charity investors and help fulfil their specific investment needs.”
Find out more about the fund below, or contact the charity team for further information:
1 Source: Cazenove Charities Investment Survey 2017 (236 participants)
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