Sustainable Balance Fund

Sustainability matters

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.

An outstanding track record

As at 2021 the 7IM Sustainable Balance fund boasts an outstanding track record and is first quartile over 3, 5 and 10 years.

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Past performance is not a guide to future performance.

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.

Strategic Asset Allocation (SAA)

Setting the long-term plan

Tactical Asset Allocation (TAA)

Finding opportunities to enhance returns

Risk Management

Management of risk is an integrated and active part of the investment decision-making process

Onto these robust foundations, we apply our responsible investing approach

What we include

Companies showing positive ethical conduct on, e.g. environment, labour practices, human rights, and corporate governance.

We also include

A ‘theme universe’ of future growth areas that are driving investment returns long term: Ageing, automation, climate change, digitalisation, evolving consumption.

What we exclude

Companies in acceptable industries that behave badly, with poor records on, e.g. environment, labour practices, human rights and corporate governance.

We also exclude

Companies with more than 10% revenue exposure to: Adult entertainment, alcohol, arms, gambling, GMOs in agriculture, nuclear power generation and tobacco.

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.

Square Mile
Certification awarded on 26.11.20