-
Investment returns and principal value of the Fund will fluctuate so that an investor’s shares, when redeemed, may be worth more or less than their original cost. Some of the principal risks of investing in the Fund include:
Strategy
Seeks to achieve total returns using a combination of income and capital growth through sustainable investments by:
-
Investing at least 70% of its assets in European high yield debt securities
-
Investing at least 80% of its assets in debt securities that the Investment Manager believes are positively aligned with sustainable investment themes
-
Applying a top-down thematic screening process for UNSDG-alignment and a rigorous bottom-up ESG integration approach, including a proprietary ESG scoring
-
Making a strategic allocation to ESG bond structures, such as green bonds
Portfolio Management Team
Investment Risks to Consider
These and other risks are described in the Fund's prospectus
- Corporate debt obligations risk
- Derivatives risk
- Emerging-markets risk
- Fixed-income securities risk
- Focused portfolio risk
- Lower-rated and unrated instruments risk
- OTC derivatives counterparty risk
- Sovereign debt obligations risk
- Structured investments risk