Sutl Cazenove Charity Ucits Fund
Analysis
Sutl Cazenove Charity Ucits Fund is a registered charity in England and Wales, based in lONDON. It was registered in May 2018, 8 years ago. Its declared purposes cover general charitable purposes, which this site groups under grant-making and general purposes. Legally it is a charitable trust. It says it other charitable activities.
In the financial year ending September 2024, Sutl Cazenove Charity Ucits Fund reported income of £6.9m and spending of £651k, leaving 91% of income unspent that year. Across the 4 years on record, from September 2021 to September 2024, income fell from £9.0m to £6.9m (-24%), an average of -8.7% a year. The sharpest change came in the year to September 2023, when income dropped by 17%. Over the whole period it spent 9.9% of the income it received.
Among 5,976 England and Wales charities whose main cause is grant-making and general purposes and that reported income, Sutl Cazenove Charity Ucits Fund sits at the 99th percentile: it is one of the largest 1% in its cause. Against every charity in England and Wales with reported income it ranks in the 98th percentile. Charities of a similar size with the same main cause include The Rayners Penn Foundation (£6.6m), The Eighty Eight Foundation (£7.0m) and Standard Chartered Foundation (£6.4m).
In its latest detailed accounts, income came from investments 100%. Charitable activities took 0.0% of spending and raising funds 100%.
Income and spending
Where the income comes from
- Investments 100%
In the charity's own words
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.
Similar-sized charities, same cause
| Charity | Location | Income |
|---|---|---|
| The Rayners Penn Foundation | Buckinghamshire | £6.6m |
| The Eighty Eight Foundation | London | £7.0m |
| Standard Chartered Foundation | London | £6.4m |
| The Bloom Foundation | London | £7.0m |