Sustainable Balanced Strategy
Sustainable Balanced Strategy
The sustainable balanced strategy targets “lifestyle enhancement” by capturing attractive, long-term real returns over time via a sustainable theme.
This strategy focuses on risk-adjusted returns and positive impact. This is a diversified, global multi-asset strategy invested in bonds, equities, alternatives, currencies and cash.
The portfolio is suitable for investors:
- seeking to invest for 5 years or more
- wanting to generate returns as well as positive environmental and social impact
- who are prepared to tolerate moderate to high risk
- who are prepared to tolerate fluctuations in the capital value of their investment
- who are are unlikely to need access to their capital over the next 5 years
