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.
The Fund is suitable for investors who are willing to accept a greater degree of short-term principal and income volatility for a portion of their assets in pursuit of long-term growth of principal and income. Under normal conditions, between 40% and 70% of the Fund’s assets will be invested in global stocks, 30% to 60% will be invested in bonds and 0% to 10% will be invested in alternative assets.
The Sustainable Balanced Fund invests in exceptional companies and fixed income securities, with a two-fold objective:
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