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The Balanced Sustainable multi asset fund is best suited to investors with a keen interest in taking a sustainable approach to investing, alongside a willingness to take on some risk within their portfolio in exchange for improved potential financial reward. Like all of our sustainable funds, Balanced Sustainable follows the same investment process as our ‘core’ funds, but with the added assessment of potential investments against our own sustainability process.

Taking a truly multi asset approach to achieving its goals, the Balanced Sustainable fun tends to invest in a blend of all major asset types, from shares and government bonds to ‘alternative’ assets.

The Sustainable Multi Asset Funds’ investments are chosen in accordance with the HWAM Sustainable Investment Policy. The Sustainable Investment Policy outlines HWAM’s definition of sustainable investing and details on what basis underlying investments are assessed and selected.

View and download fund information below

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C Class Factsheet

D Class Factsheet

I Class Factsheet