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:

Fund details   

Information sheet     

Responsible Investment policy

1 Source: Cazenove Charities Investment Survey 2017 (236 participants) 


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. Limited 12 Moorgate, London, EC2R 6DA. 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:

James Brennan

James Brennan

Portfolio Director