EdenTree Responsible and Sustainable Multi-Asset Fund Range

We take an active approach to the Asset Allocation of our multi-asset portfolios, applying both a strategic and tactical perspective to our asset allocation decisions and fully aligning these with the portfolios’ specific risk parameters. Our three multi-asset funds are diversified across equities, fixed income, alternatives (real estate investment trusts and listed infrastructure), as well as cash.

Our portfolios provide investment solutions for the long term and offer a diversified mix of assets to weather different market environments and to meet different investment needs. The funds are actively maintained by the fund manager and the asset allocation committee to ensure that the funds continue to meet their risk profiles and achieve our clients' income or capital gain needs.

Our multi-asset portfolios take both a long-term and shorter-term view on asset allocation decisions to meet the portfolios’ specific risk parameters. Equity and fixed income allocations are invested directly into EdenTree’s existing range of Responsible and Sustainable investment funds, ensuring our high ESG investment standards are maintained.

Our fund managers and responsible investment team work side by side to generate ideas, analyse opportunities, create meaningful and diversified portfolios and undertake ongoing evaluation. This process also means that ESG risk factors are fully integrated into the investment process, in order to deliver superior returns and add value for clients.