SUTL CAZENOVE CHARITY NON-UCITS FUND logo

SUTL CAZENOVE CHARITY NON-UCITS FUND

#1178342
TrustMajorRegistered
www.cazenovecharities.com

The sutl cazenove charity non-ucits fund (the "trust") is an umbrella non-ucits unit trust. The trust currently operates two sub-trusts: the sutl cazenove charity multi-asset fund and the sutl cazenove charity responsible multi-asset fund. The trust is established exclusively to further the charitable purposes of the charities that directly or indirectly hold units in the sub-trusts.

Registered address

1, London Wall Place, LONDON, EC2Y 5AU

Latest HighlightsFY 2024

Income

All sources

£50,824,000
Expenditure

All activities

£9,512,000
Net Reserves

Unrestricted funds

£0
Total Assets

Gross assets

£2,485,246,000
Working Capital

Liquidity

£77,674,000

Benchmark Performance

Comparing against 1,903 similar major charities

Compare vs:
Reserve Runway
0.0 months
Median: 3.6 monthsBelow typical
Income Growth (1yr)
56.4%
Median: 8.2%Top quartile
Spending Efficiency
0.0%
Median: 97.2%Below typical
Income Concentration
100.0%
Median: 87.1%Below typical
Fundraising ROI
5.3x
Median: 27.3xBelow typical
Income Volatility
58.2%
Median: 13.4%Below typical
Self-Generated Income
100.0%
Median: 92.1%Top quartile
3-Year Income CAGR
67.3%
Median: 8.7%Top quartile

Efficiency & Health

Charitable Spending
0%
Fundraising Eff.

% income retained

5.3%
Governance Cost

% of expenditure

0%
Grant Making

% given away

N/A
Debt Ratio

% of assets

0.8%
Survival Ratio

Months of reserves

0 months

Income Profile

Donations & Legacies

% of income

0%
Government Reliance

% of income

0%
Largest Source

Primary income

Investments
Diversification

HHI: 10000

Highly Concentrated

Trends

Income Growth (1yr)

Year over Year

56.4%
Income CAGR (3yr)

Compound growth

67.3%
Volatility

High Volatility

58.2%
Reserves Trend

Direction

Depleting

Governance

Employees

Staff count

0
Volunteers

Volunteer count

0
Volunteer Ratio

Per staff member

N/A
Revenue/Employee

Per head

N/A
Trustee Benefits

Payments to trustees

Yes
High Earners

Earning over £60k

N/A

Source: Charity Commission annual returns. Figures may differ from published accounts. Always verify with official charity filings for due diligence.

Charts

Income vs Expenditure
Income Sources
Assets vs Liabilities

5 Year Trend

Workforce Scale

Employees & Volunteers

Frequently Asked Questions

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