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:

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.

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

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