
BGF ESG Multi-Asset Fund
BGF ESG Multi-Asset Fund seeks to deliver attractive returns through a strong focus on environment, social and governance (ESG) factors
The sustainable migration is underway
In the early stages of a tectonic shift of capital, investors moved their money into sustainable investments at six times the growth rate of traditional investments.1 With assets globally now totalling US$4 trillion across all ESG categories2, we believe this growth will continue and accelerate.
A new world of work, new sources of capital fueling market disruption, the global energy transition, and more active ownership, are themes companies need to navigate successfully in order to create long-term shareholder value. Greater focus on these issues will drive effective stakeholder capitalism, help companies achieve durable profitability, and create and sustain value over the long term.
Why a multi-asset portfolio is key
Most major asset classes have not been spared from recent market volatility, delivering poor returns year to date. This highlights the need for investors to look beyond a traditional 60/40 portfolio allocation, across a wide variety of assets, to access different patterns and sources of returns.
Flexible and dynamic allocation to a mix of assets including alternatives, gold and other non-conventional asset classes can provide better diversification, given they are typically lowly correlated to bonds and equities. A well-diversified multi-asset portfolio can better weather today’s unpredictable market environment and optimise returns.
Annual performance of selected asset classes (in USD)3

Why invest in BGF ESG Multi-Asset Fund?
Learn more about the features of the fund in this short video and how it seeks to deliver attractive returns in an uncertain world.
A unique triple aspect approach to ESG investing
The BGF ESG Multi-Asset Fund seeks to deliver better risk-adjusted returns whilst driving positive change. It will only invest in companies and sovereign issuers that have better ESG scores and align with the values our clients care about most.
This is achieved through our unique triple aspect approach where we look at these three areas and integrate them simultaneously into the investment process:
01 ESG Thematics
The fund increases portfolio diversification and drives positive change through ESG thematic investments, such as renewable energy and social housing.
In renewable energy for example,
02 ESG best-in-class
The fund builds portfolio resilience by only investing in issuers with an ESG rating^ of BBB and above. Those issuers that focus on wider stakeholders such as employees, customers, suppliers and local communities as well as shareholders are more likely to attract investment over the longer term.
03 Exclusionary screens
The fund has the potential to reduce risk and align with client values by implementing screens to avoid sectors that are considered harmful or more likely to court controversy which can impact value add.