Sustainable Balanced Fund

Investment Objective:

The Sustainable Balanced Fund seeks to combine the full scope of approaches to ESG investing in the public markets, including passive strategies that systematically tilt towards high-performing companies on ESG metrics, while avoiding poor performers; active strategies investing thematically in companies providing solutions to environmental and social challenges; and strategies that apply active ownership and stewardship techniques to improve the ESG practices of portfolio companies.

Investor Profile:

TAD Funds are suitable for investors who plan to annuitize in or around the year of a specific Fund, who want a portfolio that automatically becomes more conservative as time passes, and who do not have the time, interest, or inclination to rebalance their portfolios as their annuitization date approaches. TAD Funds remove the guesswork of deciding the best way to allocate accumulation balances. Younger members (e.g., those with a longer-time horizon who may expect to retire in 25 or 30 years), may benefit from the compounding effect of growth investments made at an earlier age that work over time.

Fund Investments:

The Sustainable Balanced Fund invests in exceptional companies and fixed income securities, with a two-fold objective:

  1. 1) to deliver attractive long-term returns (+2% per year versus a benchmark of the MSCI All Country World Index (MSCI-ACWI), a stock index designed to track broad global equity-market performance; and the U.S. Barclays Government/Credit Index, a bond index designed to track U.S fixed income securities); and
  2. 2) to deliver a positive change by contributing toward a more sustainable and inclusive world.

 
 

 

Manager(s) - click here for list of Fund managers
Fee Disclosures
Historical Policy Benchmark

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