Our suite of five investment funds is designed exclusively for charities. A charity with just £10,000 can purchase units in our funds. Please take a look below.
The Fund is designed for charities who want to align their investments with their charitable mission and invest for a better future. Our intention is for the Fund to have a positive impact on people and the planet by avoiding harm through ESG integration and exclusions, benefiting stakeholders through responsible business activities and contributing to solutions through influence and investing for impact. The Fund has a target return of Inflation (CPI) +4% per annum over rolling ten year periods with distribution units paying a total return target distribution of 4% per annum*.
The Fund is designed for charities who want to adopt a diversified multi-asset and multi-manager approach targeting a return of Inflation (CPI) +4% per annum over rolling ten year periods with distribution units paying a total return target distribution of 4% per annum*. The Fund aims to deliver a smoother pattern of returns relative to equity markets and combines dynamic asset allocation with a best of breed approach for charities wanting to diversify their manager risk.
The Fund adopts a value style approach and aims to achieve a rate of total return above that of the FTSE All-Share Index on a rolling five-year basis, whilst excluding investment in tobacco manufacturers. This Fund is for charities wanting exposure to the UK Equity Market.
The Fund primarily aims to provide an attractive and steady level of income by investing mainly in UK equities. The Fund targets a premium yield in excess of the FTSE All-Share Index, whilst excluding direct investment in tobacco manufacturers.
The Fund aims to provide an attractive and stable level of income through investing mainly in UK government and other fixed interest securities. The Fund includes a comprehensive in-built ethical screen.
In addition to our charity-only funds, and as part of Schroders, we are also able to offer a broad range of other funds which may be of interest. They include regional equity, multi asset and a broad suite of fixed income funds, amongst others.
*Target return and distribution are not guaranteed
Please do get in touch with jeremy.barker@cazenovecapital.com if you have any questions, or would be interested in becoming a committee member in the future.
The Schroder Investment Services team is on hand to assist with queries regarding direct investments - please contact them on 0800 182 2399 (+44 (0)1397 436969 if calling from overseas) where replies will be dealt with promptly.
Please note, for your security, calls to Schroders may be recorded.
To discuss your wealth management requirements, or to find out more about our services, please contact us.
