Rathbone Greenbank Global Sustainable Bond Fund F Acc

The fund aims to deliver a greater total return (income and capital growth) than a composite benchmark, after fees, over any rolling five-year period. The composite benchmark consists of 70% ICE BofA Global Corporate Index, 15% ICE BofA Global Government Excluding Japan Index, and 15% ICE BofA All Maturity Global High Yield Index.

To achieve its objective, the fund manager will invest globally with at least 60% in government bonds, corporate bonds, and investment grade credit. The remaining 40% may be invested in various assets such as government and corporate bonds, high yield, emerging markets, sovereign debt, and collective investment schemes. The fund may invest globally but at least 80% of the portfolio will be invested in sterling denominated assets or hedged back to sterling.

Investors should be aware that the fund's performance can diverge significantly from its benchmarks over shorter periods of time, making it unsuitable for those planning to withdraw their money within five years. Additionally, investors should have a basic knowledge of bonds, be willing to invest for longer than five years, understand the risks associated with the fund, and have the ability to bear a capital loss.

https://www.rathbonesam.com/uk/individual-investor/fixed-income/rathbone-greenbank-global-sustainable-bond-fund