Fonengin ISR I FI

Fonengin ISR FI is an ethical international mixed fixed income fund that invests primarily in high-quality fixed income securities, with at least 70% of its portfolio dedicated to bonds rated A or higher. The fund ensures that all fixed income issuers, deposits, and money market instruments are part of the FTSE4Good Global 100 Index, emphasizing socially responsible investments. It limits public debt holdings to 15% from countries with very high human development as per the UN, and includes short-term deposits and liquid money market instruments from well-regulated EU and OECD institutions. Additionally, the fund allocates the remaining portion of its portfolio to equities, aiming to outperform the average one-year return of its category by maintaining a balanced and socially responsible investment strategy.