Spring 2017

Despite the ever increasing number ofelections, market volatility remains near historic lows. Opinion polls were right to suggest that Macron would win the Presidential election in France and are also indicating the Conservative party will increase their majority in the UK. As with any prediction made in ink, I could look stupid in a few months’ time, but I cannot help but feel that market volatility must rise. Of course it could well be triggered by another cause.

We were delighted that Schroders were recently ranked highest in a ShareAction report assessing the responsible investment (RI) performance and transparency of 40 of the largest asset managers in Europe. Embedded across the range of Schroder managed funds that we invest in on behalf of clients, it is also the process we leverage when managing directly invested portfolios.

I look forward to seeing a number of you at our Annual Charity Investment Lecture on Wednesday 24th May at the Royal Institution or at our other upcoming events.

Feature article

Same focus, refreshed identity

Market Update

April Market Update

Upcoming event

Join us for the launch of the 2017 Almanac, published by NCVO, 9th May

The NCVO Civil Society Almanac presents a comprehensive picture of the structure and economy of the UK voluntary sector. We are once again delighted to sponsor the publication, and will be hosting the launch event to hear from the authors on their research and key findings. 

If you are interested in attending this event please visit cazenovecharities/events

Other news


  • The Charity Multi-Asset Fund has reached £500 million on behalf of over 300 charity investorsSchroders has been named as the top European Asset Manager in the ShareAction 2017 Responsible Investment Ranking

Exam success

  • Emilie Coxwell Matthewman has passed CISI Applied Wealth Management exam and Naman Mahfooz passed the CISI Investment Operations Certificate

New arrivals

  • Tom and Sophia Montagu-Pollock have had a baby girl, Orabel; Joanna and Steve Dunn have had a baby girl, Elizabeth; Jeremy and Elizabeth Barker have had a baby boy, Zach. A huge congratulations to them all.

To receive our newsletter directly to your inbox every quarter, please contact: 

Rebecca Pink

Tel: 020 7658 6414 


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. 

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 james.brennan@cazenovecapital.com