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Funds in focus

EdenTree Responsible and Sustainable Multi-Asset Fund Range

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The original responsible investor branching into multi-asset

We have been delivering exceptional, long-term results through our sustainable and responsible investment funds for several decades, but until now our client-base was quite narrow. Our new range of multi-asset funds gives us the opportunity to introduce our sustainable and responsible investment expertise to the adviser-led investment market.

Designed to support advisers, our portfolios provide investment solutions for the long term and offer a diversified mix of assets to weather different market environments. Our three risk controlled solutions are actively managed, featuring a combination of equities, fixed income and alternative investments to meet a range of different risk objectives and investment goals.

   

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Actively managed to meet your income needs

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 will all be 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.

   

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Multi-asset solutions with ESG at their core

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.

   

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Launch Date

01/07/21

IA Sectors

Mixed Investment 20-60% Shares

for Cautious

IA Sectors

Mixed Investment 40-85% Shares

for Balanced and Growth

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EdenTree Multi-Asset Cautious

The Multi-Asset Cautious fund has a higher allocation to fixed income and a lower allocation to alternatives and equities. It seeks to provide long-term capital growth and income over five years or more with a lower level of risk relative to other funds within our range.

EdenTree Multi-Asset Balanced

The Multi-Asset Balanced fund has a higher allocation to equities and a lower allocation to fixed interest and alternatives. It seeks to provide long-term capital growth and income over five years or more with a more moderate level of risk relative to other funds within our range

EdenTree Multi-Asset Growth

The Multi-Asset Growth fund has a high allocation to equities and a much lower allocation to fixed interest and alternatives. It seeks to provide long-term capital growth and income over five years or more with a higher level of risk relative to other funds within our range.

Fund manager

Chris Hiorns

CFA, Head of Multi Asset Strategies & European Equities

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Chris is responsible for leading on our Higher Income Fund, new Multi-asset range and the Amity Balanced Fund for Charities, and European equities, which includes our Responsible and Sustainable European Equity Fund. Chris has worked at EdenTree since 1996, joining as a Graduate Trainee and Investment Analyst. He has risen to his present position having been a Fund Manager for the last thirteen years across both our equity and fixed income funds. Chris’ two and half decades of experience in both these asset classes has played an important role in the growth of EdenTree’s proposition during this time.

Call 0800 011 3821

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