Charity Investment

Charity Responsible Multi-Asset Fund launch

We are pleased to announce the launch of the Charity Responsible Multi-Asset Fund which will: screen out areas of common charity concern; integrate environmental, social and governance factors into the equity selection process and promote best practice through engagement and voting.

19/06/2018

Kate Rogers

Kate Rogers

Head of Policy

Cazenove Charities

Charity Responsible Multi-Asset Fund

We are delighted to announce that we have gained approval from the FCA and Charity Commission to launch a new Charity-specific investment fund, the SUTL Cazenove Charity Responsible Multi-Asset Fund.

The fund will be managed by our specialist charity team using Schroders’ expertise in both equity selection and responsible investment. The fund is seeking to deliver a return of inflation plus 4% over the long term and will deal daily. Holders of the distribution share class will get a total return distribution of 4% per annum, paid quarterly. Please note that the return cannot be guaranteed and your capital is at risk.

With an explicit responsible investment policy the fund will: screen out areas of common charity concern; integrate environmental, social and governance factors into the equity selection process and promote best practice through engagement and voting.

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Author

Kate Rogers

Kate Rogers

Head of Policy

Cazenove Charities

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:

Giles Neville

Giles Neville

Head of Charities giles.neville@cazenovecapital.com
John Clifton

John Clifton

Business Development Manager john.clifton@cazenovecapital.com