The Defensive Sustainable multi asset model portfolio is our lowest-risk sustainable portfolio. It is best suited to investors with a low appetite for risk and a keen interest in taking a sustainable approach to investing. Like all of our sustainable models, Defensive Sustainable follows the same investment process as our ‘core’ models, but with the added assessment of potential investments against our own sustainability process.
Although truly multi asset in its approach, the Defensive Sustainable model contains a high proportion of traditionally ‘safer’ asset types (like bonds), with a much lower allocation to riskier asset types (like shares and ‘alternative’ assets).
Handelsbanken Wealth & Asset Management’s (HWAM) Sustainable Investment Policy
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 HWAM’s Sustainable Investment Policy here.
To access the full suite of HWAM’s KIIDs, please click here.