Heartwood Investment Management has launched two sustainable multi-asset funds, building out the range to a total of four vehicles to cater for different levels of risk tolerance.
The Defensive Sustainable and Cautious Sustainable funds join the Balanced Sustainable and Growth Sustainable strategies, which were launched in 2015, in efforts to offer clients access to sustainable investment products across the risk/return curve. Managed by Benjamin Matthews, the range aims to deliver a defined return over inflation and is run to the MSCI SRI benchmark target (CPI plus), aligned to each fund's respective risk profile. The strategies aim to achieve or outperform these targets over a rolling five-year period net of fees. RLAM UK equities trio: How sustainability ...
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