sutl cazenove charity non-ucits fund
Activities & Mission
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.
Fundraising
See where Sutl Cazenove Charity Non-Ucits Fund is active and find local fundraising opportunities.
Region
Financial Information
Latest Income
£50,824,000
Latest Expenditure
£9,512,000
Financial Efficiency
Program Ratio 0.0%
% of income going directly to charitable activities
Overall Efficiency 0.0%
% of expenditure going to programs (vs overhead)
Administrative Ratio 99.9%
Overhead (fundraising + governance) as % of total expenditure
Latest Financial Breakdown
Income Sources
Donations & Legacies £0
Charitable Activities £0
Other Trading £0
Investments £50,824,000
Other Income £0
Expenditure Categories
Charitable Expenditure £0
Raising Funds £9,500,000
Governance £0
Grants to Institutions £0
Other Expenditure £12,000
Financial Trend
Annual Returns
| Financial Year | Income | Expenditure | Charitable Spending | Net Assets | Reserves | Staff |
|---|---|---|---|---|---|---|
| 2024 | £50,824,000 | £9,512,000 | £0 | £2,465,095,000 | £0 | 0 / 0 |
| 2023 | £32,502,000 | £7,533,000 | £0 | £1,943,657,000 | £0 | 0 / 0 |
| 2022 | £15,629,000 | £5,496,000 | £0 | £1,542,717,000 | £0 | 0 / 0 |
| 2021 | £10,852,000 | £3,063,000 | £0 | £948,014,000 | £0 | 0 / 0 |
| 2020 | £16,173,000 | £2,586,000 | £0 | £600,419,000 | £0 | 0 / 0 |
Staff column shows: Employees / Volunteers
Details
Address
1
London Wall Place
LONDON
EC2Y 5AU
London Wall Place
LONDON
EC2Y 5AU
Website
www.cazenovecharities.comRegistration Date
11 May 2018
Status
Registered
Registry Information
Organisation Number
5122052
Charity Number
1178342
Trustees
J P MORGAN EUROPE LIMITED
Also Known As
- SUTL CAZENOVE CHARITY MULTI-ASSET FUND
- SUTL CAZENOVE CHARITY RESPONSIBLE MULTI-ASSET FUND