Common Investment Fund events

07NOV 2017
12:00 pm

Schroders
Schroders, 31 Gresham Street, LondonEC2V 7QA

Charity Multi-Asset Fund Lunch

About

Join us for our regular Charity Multi-Asset Fund Investor lunch. 

The presentation will include a review of how the fund has been invested over recent months and our views on the market outlook. We will also be joined by James Sym, Fund Manager from the Schroders Business Cycle Team, who will provide an introduction to one of the Charity Multi-Asset Fund’s new holdings, the Schroder European Alpha Income Fund.

This session is designed as a useful update for current investors as well as to provide an insight into the fund for potential charity investors.

Please contact charityevents@cazenovecapital.com with any questions. 

There is no charge for attending.

Date and Venue

07NOV 2017

Schroders

Schroders, 31 Gresham Street, London , EC2V 7QA


Agenda

12:00
Registration
Please arrive promptly for registration, the presentation will start at 12:10.
12:10
Presentation
The presentation will include a review of how the fund has been invested over recent months and our views on the market outlook. We will also be joined by James Sym, Fund Manager from the Schroders Business Cycle Team, who will provide an introduction to one of the Charity Multi-Asset Fund’s new holdings, the Schroder European Alpha Income Fund.
13:00
Lunch
A hot lunch will be served where delegates have the opportunity to meet with fellow investors.

Speakers

Tom Montagu-Pollock

Cazenove Charities
Team Leader and Co-Manager, Charity Multi-Asset Fund

Tom began his investment career in 2005 after graduating from Newcastle University with a BA (Hons) in Business Management.

He is now a Portfolio Director with responsibility for a number of segregated portfolios and clients invested in a common investment fund, the Charity Multi-Asset Fund. He co-manages this fund having been involved in its running since launch in 2007.

Tom is a full member (MCSI) of the Chartered Institute for Securities and Investment. He has also completed the London Business School Foundation and Endowment Asset Management Course.

Kate Rogers

Kate Rogers

Head of Policy and Co-Manager - Charity Multi-Asset Fund

Kate specialises in investment on behalf of charities, endowments and foundations and joined Schroders Charities in 2005 after four years with Kleinwort Benson Private Bank Charity team.

Kate is chair of the Charity Investors' Group, which is a membership organisation providing a forum for investment debate. In this role she has collaborated with CFG to launch a guide to written investment policies and 'For Good and Not For Keeps' published by the Association of Charitable Foundations in 2013. Kate also regularly writes on charity investment in the charity sector press.

Kate is also Portfolio Director at Schroders, where she manages a common investment fund, The Charity Multi-Asset Fund, which aims to generate a regular income for charities whilst protecting the capital against inflation over the longer term. She is a CFA charterholder and has a BSc (Hons) in natural sciences from the University of Durham, is Chair of her local community foundation, and governor of her local primary school.

James Sym

Schroders
Fund Manager
James Sym is a Fund Manager at Schroders, responsible for the Schroder European Alpha Income Fund, Schroder European Alpha Plus Fund and co-manager of Schroder International Selection Fund European Equity Focus. He joined Schroders in 2013 and is based in London. James was a Fund Manager at Cazenove Capital Management from 2007 to 2013, responsible for European portfolios which he continued to manage following Schroders acquisition of Cazenove Capital in 2013. James is a CFA Charterholder, has a BSc in Natural Sciences (Mineral Physics) and Management Studies from Cambridge University.
 

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