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 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.
Actively managed
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 designed 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.
The value of an investment and the income from it can fall as well as rise as a result of market and currency fluctuations, you may not get back the amount you originally invested.
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, with the aim to deliver superior returns and add value for clients.
The value of an investment and the income from it can fall as well as rise as a result of market and currency fluctuations, you may not get back the amount you originally invested.
Launch Date
01/07/21
IA Sectors
Mixed Investment 20-60% Shares
for CautiousIA Sectors
Mixed Investment 40-85% Shares
for Balanced and Growth#F0DBA4
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.
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
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 and European Equities
Chris Hiorns joined EdenTree in 1996 as a Graduate Trainee and Investment Analyst, and has been running responsible and sustainable money since 2008. Chris is EdenTree’s Head of Multi-Asset and European Equities and is the lead Fund Manager on multiple EdenTree strategies including the EdenTree Responsible and Sustainable European Equity Fund and the Multi-Asset range of funds. Chris holds an MSc in Economics from University College London and is a CFA Charterholder.
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