Sutl Cazenove Charity Ucits Fund
Also known as: Sutl Cazenove Charity Bond Fund, Sutl Cazenove Charity Equity Income Fund, Sutl Cazenove Charity Equity Value Fund
The SUTL Cazenove Charity UCITS Fund (the "Trust") is an umbrella UCITS unit trust. The Trust currently operates three sub-trusts: the Charity Bond Fund, the Charity Equity Value Fund and the Charity Equity Income Fund. The Trust is established exclusively to further the charitable purposes of the charities that directly or indirectly hold units in the sub-trusts.
Activities & Mission
The SUTL Cazenove Charity UCITS Fund (the "Trust") is an umbrella UCITS unit trust. The Trust currently operates three sub-trusts: the Charity Bond Fund, the Charity Equity Value Fund and the Charity Equity Income Fund. The Trust is established exclusively to further the charitable purposes of the charities that directly or indirectly hold units in the sub-trusts.
Areas of Operation
Where this charity is registered to operate, as self-declared to the Charity Commission. These are regulatory classifications, not a list of active programmes, and don't necessarily indicate fundraising activity in each location.
Region
Financial Information
Financial Efficiency
Latest Financial Breakdown
Income Sources
Expenditure Categories
Financial Trend
Annual Returns
As filed with the Charity Commission for England and Wales. Most recent filing covers the financial year ending 2024.
| Financial Year | Income | Expenditure | Charitable Spending | Net Assets | Reserves | Staff |
|---|---|---|---|---|---|---|
| 2024 | £6,859,000 | £651,000 | £0 | £123,353,000 | £0 | 0 / 0 |
| 2023 | £8,026,000 | £761,000 | £0 | £150,067,000 | £0 | 0 / 0 |
| 2022 | £9,683,000 | £962,000 | £0 | £176,838,000 | £0 | 0 / 0 |
| 2021 | £9,004,000 | £960,000 | £0 | £233,924,000 | £0 | 0 / 0 |
| 2020 | £10,346,000 | £1,225,000 | £0 | £208,933,000 | £0 | 0 / 0 |
Staff column shows: Employees / Volunteers
Frequently asked questions about Sutl Cazenove Charity Ucits Fund
What does Sutl Cazenove Charity Ucits Fund do?
The SUTL Cazenove Charity UCITS Fund (the "Trust") is an umbrella UCITS unit trust. The Trust currently operates three sub-trusts: the Charity Bond Fund, the Charity Equity Value Fund and the Charity Equity Income Fund. The Trust is established exclusively to further the charitable purposes of the charities that directly or indirectly hold units in the sub-trusts.
How much income did Sutl Cazenove Charity Ucits Fund report in 2024?
Sutl Cazenove Charity Ucits Fund reported total income of £6.86m and reported expenditure of £651k for the financial year ending 2024, based on the most recent annual return filed with the Charity Commission.
When was Sutl Cazenove Charity Ucits Fund registered as a charity?
Sutl Cazenove Charity Ucits Fund was registered with the Charity Commission for England and Wales on 11 May 2018 as charity number 1178343. It has been registered for 8 years.
Who runs Sutl Cazenove Charity Ucits Fund?
Sutl Cazenove Charity Ucits Fund is governed by a board of 1 trustee. Trustees are legally responsible for the charity's governance and are listed in full on its profile.
Where does Sutl Cazenove Charity Ucits Fund operate?
Sutl Cazenove Charity Ucits Fund operates in England And Wales, as recorded in its Charity Commission filing.
Is Sutl Cazenove Charity Ucits Fund a registered charity?
Yes — Sutl Cazenove Charity Ucits Fund is a registered charity in England and Wales, charity number 1178343.
Details
lONDON
EC2Y 5AU
Registry Information
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Also Known As
- Sutl Cazenove Charity Bond Fund
- Sutl Cazenove Charity Equity Income Fund
- Sutl Cazenove Charity Equity Value Fund
Data & trust
- Register data refreshed
- 30 July 2026
- Methodology
- How metrics are calculated