Sustainable Balanced Fund
Investing to make a difference
Many investors today are concerned about the nature of their investments and the environmental or ethical record of the companies involved.
Many also want to invest in companies helping to solve the world’s challenges but they cannot afford to compromise on returns or risk. The Pacific Multi-Asset Sustainable range consists of five risk targeted multi-asset portfolios designed for those investors who seek to grow the value of their capital but wish to ensure that strict environmental, social, governance (ESG) principles are applied to the underlying choice of the investments.
Outstanding record of sustainable investing
The portfolios are managed by the highly experienced Pacific Multi-Asset solutions team who have an outstanding track record of sustainable multi-asset investing, dating back to 2012.
The team has 50+ years combined industry experience across sustainable multi-asset, equities, fixed income, absolute return and alternative risk premia strategies.
Years Combined
Industry Experience
Truly Multi-Asset, Genuinely Sustainable
Within the Sustainable portfolios, the team aim to achieve two goals:
1
Create diversified, truly multi-asset products that can deliver returns for clients
2
Implement everything within the portfolios in a truly sustainable manner
We believe that these two goals are not mutually exclusive and we can build portfolios with long-term return potential that provide true diversification but still meet stringent sustainable criteria.
As a business, Pacific Asset Management applies a firm-wide sustainability culture. Our philosophy is that everything we do should, to some extent, be viewed with a sustainable mindset.
This means we don’t segregate sustainability and investment decision making, all of our investment professionals are responsible for both.
As well as being a proud signatory to the UN Principles for Responsible Investment (UN PRI), our independently managed tool – EnlightenESG – aims to educate and provide guidance in assessing client ESG preferences and help make better choices.
Whilst many are retreating from sustainability due to increasing regulatory requirements, Pacific is absolutely comitted to prioritising sustainability by increasing headcount, enhancing our sustainable investment processes, stewardship, and oversight.
Our commitment to transparency and accountability continues through our UK Stewardship Code reporting, to which Pacific Asset Management is now a signatory as of August 2025.
Pacific’s sustainable offering has also seen substantial growth, now exceeding £400 million in assets, reflecting the ongoing demand and momentum in this area
Investment philosophy
How do we create a genuinely sustainable portfolio?
1
Exclusion
- Avoid managers that do not screen out harmful or controversial activities.
- Exclude sectors such as controversial weapons, tobacco, alcohol, gambling, thermal coal, oil & gas and UN Global Compact violators.
2
Manager selection
- Conduct separate, in‑depth financial and sustainability due‑diligence on fund houses and strategies.
- Use desktop research and ongoing DDQs to assess sustainability credentials and inform investment decisions.
3
Look through due diligence
- Sustainability analysis is conducted on a look-through basis to individual equity and debt securities
- Aggregate this data to score and compare funds, while gaining insight into underlying companies, sectors and themes.
4
Style & factor alignment
- Evaluate growth, duration and other inherent factor tilts common in sustainable investments.
- Ensure portfolios are aligned with tactical allocation and avoid unintended style or factor concentrations.
Global Sustainable Investment Alliance (GSIA)
The GSIA is globally recognised framework which classifies the universe of sustainable products against a range of sustainable targets. This allows the team to define the nature of our sustainable implementation in the following formats and calculate the percentage of the portfolio covered by a sustainable target.
Sustainable Themes
Negative Screening
The exclusion of sectors, companies or practices based on specific criteria.
Positive Screening
Investments selected for positive ESG performance relative to peers.
Stewardship & Voting
Use of shareholder power to influence corporate behaviour.
Sustainable Themes
Investment in themes related to sustainability issues.
Impact Investing
Investment with the intention to generate social and environmental impact.
ESG Integration
The explicit inclusion of ESG factors into financial analysis.
Norms-based screening
Screening of investments against minimum standards of business practice.
INVESTING TO MAKE A DIFFERENCE
The sustainability process is not just about measuring past performance, but stress-testing sustainability criteria both in the present and in the future. The team look under the hood of the selected funds, to ensure they understand their key performance, concentration risks, regional allocations, style/factor exposure and sustainability drivers.
Why Invest?
Sustainable solutions designed to accommodate a range of client risk appetites and returns expectations
Helping clients meet their investment goals whilst abiding by strict environmental, social, governance (ESG) principles
Outstanding track record of sustainable multi-asset investing with highly experienced investment team
Highly diversified, truly multi-asset products investing across multiple asset classes
Established and disciplined investment process focusing on the sustainability credentials of all the underlying investments
Blended modern investment approach, accessing investments via active, passive and factor strategies
From the team
Sustainability is a fast moving landscape with a multitude of options available to investors. At PAM we want to reflect the best of these ideas whilst ensuring portfolios remain suitable to their risk objectives. The entrepreneurial nature of Pacific Asset Management and the huge support available to the investment managers allows us to deliver truly multi-asset sustainable products.
– Will Thompson, Chief Sustainability Officer and Portfolio Manager
Portfolio managers
Will Bartleet
Chief Investment Officer
Will Thompson
Chief Sustainability Officer
DOCUMENTS
Sustainable Multi-Asset Range
Designed to accommodate a range of client risk appetites and returns expectations.
Defensive
Conservative
Balanced
Plus
- Equity
- Fixed Income
- Alternatives
- Diversifying Assets
- Cash
Holdings and allocation are subject to change.
Limited exposure
to the equity market
Full exposure
to the equity market
Limited exposure
to the equity market
Full exposure
to the equity market
