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.
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.
Co-head of Charities
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