EdenTree Responsible and Sustainable Short Dated Bond Fund D Income
Fund
ISIN GB00BKP8VP01 / Valor null
NAV (2025-02-06)
GBP 0.96+0.07%
EdenTree Responsible and Sustainable Short Dated Bond Fund D Income
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General Objective
The Fund aims to preserve capital and generate a regular income payable quarterly by investing in short dated government bonds and debt instruments issued by companies that make a positive contribution to society and the environment through sustainable and socially responsible practices.
Fund Exposure
The Fund will invest at least 80% in sterling denominated fixed interest securities of short duration, with a portfolio duration expected to average around 2 years. The portfolio will also maintain high credit quality, with securities usually having a minimum credit rating of A by Moody’s, S&P, and/or Fitch. The Fund may also invest in units in collective investment schemes, money-market instruments, derivatives, and forward transactions, among others.
Risks
The Fund seeks to avoid investment in certain areas such as alcohol and tobacco production, weapon production, gambling, and fossil fuel exploration and production. Additionally, the Fund may be exposed to risks associated with changes in interest rates, credit risk, and market volatility.
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Source
https://www.edentreeim.com/funds
Tags:
responsible investingbloomberg barclays global aggregate bond indexshort dated bonds
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OTHER SHARE CLASSES OF THIS FUND
EdenTree Responsible and Sustainable Short Dated Bond Fund B
EdenTree Responsible and Sustainable Short Dated Bond Fund B
EdenTree Responsible and Sustainable Short Dated Bond Fund B