Effective 28 July 2023 Jessica Zarzycki will assume lead portfolio management responsibilities for the fund.
Fund description
An actively managed, multi-currency bond strategy that invests across global fixed income markets, directing capital to securities that offer measurable impact or to issuers that demonstrate environmental, social and governance (ESG) leadership and securities that finance beneficial environmental and social outcomes.
The Fund is actively managed and is not managed in reference to a benchmark. Investors invest in shares of the Fund. The Fund is suitable for long-term investors that are prepared to accept a moderate to high level of volatility. Please see the Key Investor Information Document(s) for more information.
The Fund is reporting as an Article 9 fund under the Sustainable Finance Disclosure Regulation (SFDR).
We seek to:
- Outperform the benchmark on an absolute and risk-adjusted basis through a combination of sector allocation, security selection, yield curve/duration positioning, and currency
- Maximize impact by directing capital to environmental and social projects across liquid public fixed income markets