Charity Multi-Asset Fund video

Charity Multi-Asset Fund update

As markets post their worst quarterly fall in more than seven years, Tom Montagu-Pollock looks at the performance and positioning of the Fund

24/01/2019

Tom Montagu-Pollock

Tom Montagu-Pollock

Portfolio Director and Charity Multi-Asset Fund Manager

Cazenove Charities

Markets have risen strongly in the decade since the financial crisis – but in the final three months of 2018 they delivered the worst quarterly fall in many years.

The Charity Multi-Asset Fund’s diversification into property and infrastructure helped offset some o the declines.

Looking ahead, global growth is weakening, but earnings remain positive, and at these lower levels equity prices have become more attractive. Market volatility, which we expect to continue through 2019, might create a number of opportunities.

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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Kate Rogers

Kate Rogers

Co-head of Charities kate.rogers@cazenovecapital.com
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Alex Baily

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