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EdenTree Short Dated Bond Fund D Inc

Fund

ISIN GB00BKP8VP01 / Valor null

NAV (2025-12-08)
GBP 0.97-0.13%

EdenTree Short Dated Bond Fund D Inc
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The EdenTree Short Dated Bd Fund focuses on building a portfolio primarily of short-term government bonds and high-quality corporate debt from companies committed to positive social and environmental practices. At least 80% of the fund is invested in sterling-denominated fixed interest securities with an average duration of around two years, ensuring capital preservation. The fund maintains high credit standards by typically selecting securities rated A or above, while allowing up to 10% in slightly lower-rated BBB debt. Additionally, it includes investments in collective investment schemes and money-market instruments as needed. The fund deliberately excludes companies significantly involved in industries like alcohol, tobacco, weapons, gambling, and others that do not align with its responsible and sustainable investment criteria.

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Tags:
responsible investing bloomberg barclays global aggregate bond index short dated bonds

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