EdenTree Responsible and Sustainable Sterling Bond Fund B

The Fund aims to generate a regular level of income payable quarterly. It seeks to invest in a highly diversified portfolio of Government bonds and good quality fixed-interest securities issued by companies which make a positive contribution to society and the environment through sustainable and socially responsible practices.

The Fund's investments will be at least 80% denominated in Sterling but may also invest in other currency bonds and securities. The portfolio will consist of at least 80% listed securities but may also invest in units in collective investment schemes, money-market instruments, derivatives, and forward transactions, among others. The Fund seeks to avoid investment in certain areas such as alcohol and tobacco production, weapon production, gambling, and fossil fuel exploration and production.

The Fund may not be appropriate if you plan to withdraw your money within 5 years. Additionally, the Fund may be exposed to risks associated with the performance of the bond and fixed-interest securities market, as well as risks related to the specific sectors or geographies in which it invests.

https://www.edentreeim.com/funds