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The Cautious Sustainable multi asset fund takes a relatively low-risk approach to investment. It is best suited to investors with a limited appetite for risk and a keen interest in taking a sustainable approach to investing. Like all of our sustainable funds, Cautious Sustainable follows the same investment process as our ‘core’ funds, but with the added assessment of potential investments against our own sustainability process.

Although truly multi asset in its approach, the Cautious Sustainable fund is somewhat weighted towards traditionally ‘safer’ asset types (like bonds), with a fairly low allocation to riskier asset types (like shares and ‘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