SUTL CAZENOVE CHARITY UCITS FUND

Registration #1178343 · Registered

www.cazenovecharities.com

charities@cazenovecapital.com

1 London Wall Place lONDON EC2Y 5AU

55
out of 100
Good Standing

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.

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Score Breakdown

Trustees & Governance5 / 25
Financial Health10 / 25
Filing History & Transparency20 / 30
Regulatory Standing10 / 10

Financial History

Latest spending ratio: 9.5% of income spent on charitable work

YearIncomeSpendingRatio
2024£6,859,000£651,0009%

Data sourced from the Charity Commission for England & Wales · Last scored 6/11/2026