Sustainable Balance Fund
Many people are worried about global warming and the future of the planet. The media and politicians talk about the environment, human rights, inequality and the responsibilities of business. And there is good reason to believe that ESG –environmental, social and governmental – issues can influence company and investment returns in the long run.
We've been running the 7IM Sustainable Balance Fund since 2007 - a long period in an area where many funds are not able to boast 3-year track records
Investing responsibly with 7IM - the Sustainable Balance Fund
Some funds make a difference. Not only to the people who invest in them, but to the wider world too.
7IM Sustainable Balance is one of those funds. It’s designed to embrace – and support – the world’s economic growth in the long run, investing in companies that demonstrate positive and sustainable conduct.
Constructing the portfolio
At the heart of the 7IM Sustainable Balance portfolio are three rigorous processes we use across all our funds and products. We believe these processes provide the fundamentals of a well-diversified investment portfolio.
Onto these robust foundations, we apply our responsible investing approach
3D Fund Certification
This is an ‘all-in-one’ fund with a prime focus on asset allocation whilst employing ethical screening and ESG criteria. The fund both invests directly in stocks which are managed by Sarasin, and in ESG tracker funds.
The fund has indirect exposure to significant ethical issues through the ESG trackers.
Certification awarded on 26.11.20
Interested in finding out more?
Download the Sustainable Balance brochure now.
As at 2021 the 7IM Sustainable Balance fund boasts an outstanding track record and is first quartile over 3, 5 and 10 years.
Interested in the fund but want to speak to our team of experts? Get in touch today.
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