Sustainable Multi Asset

We offer a breadth of opportunity across a diverse range of asset classes, aiming to deliver attractive returns with lower volatility than equity markets and within a decreasing carbon budget.

We seek to provide a diverse, actively managed portfolio with three equally weighted objectives of return, climate and risk.  

We take a broad opportunity set and turn it into a single fund with sustainable qualities. This offers clients an effective way to achieve diversification at lower volatility levels than equity markets. 

Our objectives: 

• a return of 3.5 per cent more than UK base rate over rolling five-year periods and a positive return over rolling three-year periods 
• a carbon footprint maintained below a budget which declines at 7 per cent per annum 
• volatility of returns below 10 per cent over rolling five-year periods  

We’ve been investing in multi-asset portfolios since 2009. We combine our macro views with themes that will drive markets in the long term to find the best opportunities.  

We also ask, "is this investment compatible with a sustainable economy?" and apply our expertise to construct a portfolio that incorporates:  

• macroeconomic views 
• long-term return expectations 
• risk and near-term scenario analysis 
• environmental, social and governance (ESG) factors

The result is a sustainable, research-led portfolio that seeks to generate value for clients throughout economic cycles.