Heartwood Investment Management, the asset management arm of Handelsbanken in the UK, has launched a full range of multi-asset sustainable investment funds covering a range of target returns, tailored to an individual’s risk appetite.
The group says it aims “to provide investors with access to a sustainable product at all points on the risk/return curve.”
Achieving a positive impact on social or environmental outcomes combined with the delivery of compelling financial returns is at the heart of sustainable investing.
Each of the four strategies: Balanced Sustainable, Growth Sustainable, Defensive Sustainable and Cautious Sustainable, aim to deliver a defined return over inflation and is run to a specific benchmark target (CPI plus) that is aligned to its risk profile. The strategies aim to achieve or outperform these targets over a rolling five-year period, net of fees.
The strategies are managed by Benjamin Matthews, who has been running the original portfolios for two years using an active approach which screens potential investments against positive and negative sustainable criteria. These portfolios have successfully delivered a return and risk profile in line with their corresponding unconstrained total return strategies over that period.
Benjamin says: “Achieving a positive impact on social or environmental outcomes combined with the delivery of compelling financial returns is at the heart of sustainable investing. It means finding investments that can deliver those positive outcomes, while at the same time excluding those that solutions they need to meet their risk/return objectives through sustainable investing.”
Noland Carter, Head of Heartwood Investment Management and Chief Investment Officer, said: “We are excited to complete the range of our multi asset sustainable strategies, building on and developing our experience in the sustainable space. They are a natural extension of our core product range and reflect a growing demand from our investor base. With these strategies, I believe we at Heartwood have set ourselves apart by delivering sustainable solutions to meet the needs of existing and future investors.”