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Sustainable Multi-Asset Fundamental

Sustainable Multi-Asset Fundamental

Multi-asset solution with ESG focus

Key points:

  • Fully sustainable multi-asset solution with a neutral risk profile
  • Combination of sustainable fundamental, thematic and factor investments
  • Active asset allocation to enhance both risk and return

Philosophy

The strategy pursues superior returns through sustainable harvesting of asset class premiums on equity and bonds, while focusing on ESG integration, SDGs, voting and engagement, and exclusions. It includes systematic exposure to strategies that are designed to make a measurable environmental or societal impact.

Process

Actively managed global multi-asset strategy, fully focused on sustainability, with a moderate risk profile. It mainly invests in sustainable Robeco and RobecoSAM equity and bond funds that meet the highest standards of sustainable investment. ESG integration and exclusion are part of the investment policy of these underlying funds.

Team

The strategies are managed by dedicated teams experienced in multi-asset investing, sustainability research and active ownership.

Get in touch with us

Contact us if you would like to know more about this topic.

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Subjects related to this strategy are:

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Disclaimer

BY CLICKING ON “I AGREE”, I DECLARE I AM A WHOLESALE CLIENT AS DEFINED IN THE CORPORATIONS ACT 2001.

What is a Wholesale Client?
A person or entity is a “wholesale client” if they satisfy the requirements of section 761G of the Corporations Act.
This commonly includes a person or entity:

  • who holds an Australian Financial Services License
  • who has or controls at least $10 million (and may include funds held by an associate or under a trust that the person manages)
  • that is a body regulated by APRA other than a trustee of:
    (i) a superannuation fund;
    (ii) an approved deposit fund;
    (iii) a pooled superannuation trust; or
    (iv) a public sector superannuation scheme.
    within the meaning of the Superannuation Industry (Supervision) Act 1993
  • that is a body registered under the Financial Corporations Act 1974.
  • that is a trustee of:
    (i) a superannuation fund; or
    (ii) an approved deposit fund; or
    (iii) a pooled superannuation trust; or
    (iv) a public sector superannuation scheme
    within the meaning of the Superannuation Industry (Supervision) Act 1993 and the fund, trust or scheme has net assets of at least $10 million.
  • that is a listed entity or a related body corporate of a listed entity
  • that is an exempt public authority
  • that is a body corporate, or an unincorporated body, that:
    (i) carries on a business of investment in financial products, interests in land or other investments; and
    (ii) for those purposes, invests funds received (directly or indirectly) following an offer or invitation to the public, within the meaning of section 82 of the Corporations Act 2001, the terms of which provided for the funds subscribed to be invested for those purposes.
  • that is a foreign entity which, if established or incorporated in Australia, would be covered by one of the preceding paragraphs.
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