Designed for investors looking for a socially-conscious investment solution while at the same time wanting to meet their long-term investment objectives. This solution seeks to invest in the securities of companies that have sound environmental, social and governance practises alongside attractive financial characteristics.

Is this fund right for you?

• Conservative investors who are looking to generate a moderate level of income with the potential for some long-term capital growth using a responsible investing approach.
• Investors who want exposure to a globally diverse mix of asset classes, with a primary focus on fixed income.
• Comfortable with a low level of risk.
• *On Nov 22, 2021 the subadvisor on this fund was changed to J.P. Morgan Asset Management. All past performance information up to this date reflects the historical performance of the previous manager.

How is the fund invested?

Growth of $10,000 (since inception)

Data not available based on date of inception

Fund details

Understanding returns

Annual compound returns (%)

Calendar year returns (%)

Range of returns over five years