Heartwood Investment Management (“Heartwood”), the asset management arm of Handelsbanken in the UK, today announces the launch of four sustainable multi asset funds designed to make sustainable investing accessible to everyone, regardless of portfolio size and risk tolerance, without compromising performance.
The funds, Defensive Sustainable, Cautious Sustainable, Balanced Sustainable, and Growth Sustainable will be actively managed with the same investment process as Heartwood’s core total return funds. Each of the funds has a clear target return benchmark and aims to deliver a positive real return over a five-year period.
Co-managed by Ben Matthews and Matt Toms with the support of a wider investment team, Heartwood’s sustainable investment process is built around three pillars:
- Exclusions, negatively screen out businesses with significant revenue exposure to tobacco, alcohol, weapons, adult entertainment or gambling.
- Strong Environmental, Social & Governance (ESG) integration, invest to incentivise corporates and governments to improve their environmental, social and governance impact.
- Impact investing, investments which contribute to solving environmental and social problems and align with the United Nations Sustainable Development Goals, for example, social housing or renewable energy generation.