# SUTL CAZENOVE CHARITY NON-UCITS FUND

## Details

- **Country:** England & Wales
- **Charity number:** 1178342
- **Other names:** SUTL CAZENOVE CHARITY MULTI-ASSET  FUND, SUTL CAZENOVE CHARITY RESPONSIBLE MULTI-ASSET  FUND
- **Status:** Registered
- **Legal form:** Trust
- **Registered:** May 11, 2018
- **Register:** https://register-of-charities.charitycommission.gov.uk/en/charity-search/?p_p_id=uk_gov_ccew_onereg_charitydetails_web_portlet_CharityDetailsPortlet&p_p_lifecycle=0&p_p_state=maximized&p_p_mode=view&_uk_gov_ccew_onereg_charitydetails_web_portlet_CharityDetailsPortlet_regId=1178342


## Contact

- **Address:** 1, London Wall Place, LONDON
- **Postcode:** EC2Y 5AU
- **Phone:** 02076582480
- **Email:** charities@cazenovecapital.com
- **Website:** www.cazenovecharities.com



## Activities

**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.

**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.




## Classification

- **How:** Other Charitable Activities
- **What:** General Charitable Purposes
- **Who:** Other Charities Or Voluntary Bodies



## Geography

- Throughout England And Wales



## Finances

| Period end | Income | Expenditure | Assets | Employees | Accounts |
|---|---|---|---|---|---|
| March 31, 2025 |  -  |  -  |  -  |  -  |  |
| March 31, 2024 | £50824000 | £9512000 | £2465095000 | 0 |  |
| March 31, 2023 | £32502000 | £7533000 | £1943657000 | 0 |  |
| March 31, 2022 | £15629000 | £5496000 | £1542717000 | 0 |  |
| March 31, 2021 | £10852000 | £3063000 | £948014000 | 0 |  |
| March 31, 2020 | £16173000 | £2586000 | £600419000 | 0 |  |




## Trustees

| Name | Role | Appointed |
|---|---|---|
| J P MORGAN EUROPE LIMITED |  | April 27, 2018 |