Multi-Asset Fund Detail

Willis Owen Research Commentary

This fund mainly has exposure to global equities, with some bonds and looks to grow via a sustainability approach that has been employed in a disciplined manner over time. The fund is managed by Mike Fox who looks for companies that deliver a net benefit to society in terms of the products and services they provide or that show leadership in environmental, social, and governance management on the equities side. While Richard Nelson who looks for similar characteristics in bonds. He also looks make sure secured bonds make up the core of the portfolio. He then complements them with issuers that are currently out of favour but where he can see clear opportunities for a revaluation. The fund’s socially responsible objectives limit its exposure to certain sectors and companies, meaning that its returns can deviate notably from the market’s and peers at times.

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