Sutl Cazenove Charity Non-Ucits Fund
Sutl Cazenove Charity Multi-Asset Fund, Sutl Cazenove Charity Responsible Multi-Asset Fund
- Country
- England & Wales
- Charity number
- 1178342
- Status
- Registered
- Registered
- May 11, 2018
- Legal form
- Trust
Address
- Address
- 1
London Wall Place
LONDON
EC2Y 5AU
Contact
- Phone
- 02076582480
- charities@cazenovecapital.com
- Website
cazenovecharities.com
Activities
The SUTL Cazenove Charity Non-UCITS Fund (the "Trust") is an umbrella non-UCITS unit trust. The Trust currently operates two sub-trusts: The SUTL Cazenove Charity Multi-Asset Fund and the SUTL Cazenove Charity Responsible Multi-Asset Fund. The Trust is established exclusively to further the charitable purposes of the charities that directly or indirectly hold units in the sub-trusts.
Objects: The Scheme Is Established Exclusively To Further The Charitable Purposes Of The Charities That Directly Or Indirectly Hold Units In The Scheme From Time To Time. If At Any Time There Are No Unitholders Of Units In The Scheme, The Scheme Shall Have Such Charitable Purposes As The Manager And Trustee Shall Determine From Time To Time.
Classification
- How
- Other Charitable Activities
- What
- General Charitable Purposes
- Who
- Other Charities Or Voluntary Bodies
Geography
- Region
- Throughout England And Wales
Finances
| Period end | Income | Expenditure | Assets |
|---|---|---|---|
| March 31, 2025 | - | - | - |
| March 31, 2024 | £50,824,000 | £9,512,000 | £2,465,095,000 |
| March 31, 2023 | £32,502,000 | £7,533,000 | £1,943,657,000 |
| March 31, 2022 | £15,629,000 | £5,496,000 | £1,542,717,000 |
| March 31, 2021 | £10,852,000 | £3,063,000 | £948,014,000 |
| March 31, 2020 | £16,173,000 | £2,586,000 | £600,419,000 |
Trustees
| Name | Appointed |
|---|---|
| J P Morgan Europe Limited | April 27, 2018 |