SUTL CAZENOVE CHARITY UCITS FUND

About SUTL CAZENOVE CHARITY UCITS FUND

SUTL CAZENOVE CHARITY UCITS FUND is a registered charity in England and Wales (registration number 1178343). Based on official Charity Commission data, it holds a "Good Standing" rating with a CharityScore of 55/100 — a charity in good standing with solid but not exceptional governance indicators. This reflects adequate performance across most criteria, though some areas fall short of the strongest-rated charities. In its most recent reporting year (2024), SUTL CAZENOVE CHARITY UCITS FUND reported a total income of £6,859,000 and total expenditure of £651,000, a spending ratio of 9% which is lower than typically expected for active charitable delivery. According to the Charity Commission register, SUTL CAZENOVE CHARITY UCITS FUND describes its activities as follows: 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. Our analysis found no significant governance concerns for SUTL CAZENOVE CHARITY UCITS FUND. No regulatory actions, filing failures, or financial anomalies were detected in the available public data. This profile is based on data publicly available from the Charity Commission for England and Wales and is updated periodically as new filings are processed. CharityScore UK provides independent, data-driven transparency ratings to help donors give with confidence — we are not affiliated with this charity or any government body.

Score Breakdown

Financial History

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