Sustainability risks are integrated as part of the decision-making process and a dynamic asset allocation process is used that seeks to ensure that risk and variations in value are reduced. The fund has a long-term track record of positive risk-adjusted returns with lower volatility.
The Fund follows a similar investment strategy to the Gresham House Global Multi-Asset Fund, but differentiates itself through its ethical focus.
Stocks are subject to an ethical screen and the Fund avoids those companies in conflict with global ESG norms. Therefore, the investment universe is more limited.
Investors in the Gresham House Global Thematic Multi-Asset Fund have the potential to benefit from:
Diversification: The Fund provides a wide exposure to different asset classes, which reduces the volatility of the aggregated return.
Active asset allocation: With an emphasis on the value and quality of the assets, we strive to produce positive returns by maintaining appropriate levels of exposure to the relevant asset class at suitable points in the economic and business cycle.
We follow a disciplined investment process to achieve the investment objectives for our investors.
Past performance is not a guide to future performance. Capital at risk.
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