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Sutl Cazenove Charity Ucits Fund

Registered charity 1178343, on the register since 11 May 2018. The 2,356th largest charity in England and Wales by income.

From the registerYear to 30 September 2024
Income£6.9m
Spending£651k
Surplus£6.2m
AccountsNot published
Legal formTrust
Years on the register8

What it says it does

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.

In the charity's own words, as filed with the Charity Commission.

Its causes

General Charitable Purposes

Where it works

It names no single council area: it works across England and Wales, or further.

Check it yourself

Its entry on the Charity Commission register · its own website

Figures are the latest the charity has reported to the Charity Commission, current to 27 September 2026. How this site works.