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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 high total returns through current income and capital preservation by:
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Employing a global multisector bond approach in search of the best opportunities.
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Dynamically balancing credit and duration through investments in high yield and emerging market sectors to enhance income and dampen interest-rate risk, and in high-quality investment-grade bonds to alleviate credit risk when markets are stressed.
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Investing in the fixed-income securities of issuers that are positively exposed to environmentally- or socially-oriented sustainable investment themes, primarily Climate, Health, Empowerment and Institutions.
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Applying a top-down thematic screening process for UNSDG-alignment, including a focus on analyzing an issuer’s environmental and social impact, and a rigorous bottom-up ESG integration approach, including a proprietary ESG scoring as part of the issuer assessment.
Portfolio Management Team
Investment Risks to Consider
These and other risks are described in the Fund's prospectus
- Concentration risk
- Currency risk
- Derivatives risk
- Emerging-markets risk
- Equity securities risk
- Leverage risk
- Liquidity risk
- Market risk
- Operational (including safekeeping of assets) risk