FSF7298AU Affirmative Global Bond Fund – A

asset_class:
asset_category:
peer_benchmark:
broad_market_index:
manager_contact_details: Array
ticker: FSF7298AU
release_schedule: NO COMMENTARY
structure: Managed Fund
fund_features:

Affirmative Global Bond Fund – A to seek to simultaneously create a positive and verifiable environmental and social impact whilst targeting a total return in excess of the Bloomberg Barclays Global Aggregate Index hedged to Australian dollars before fees and taxes over rolling three-year time periods.

  • The option will invest primarily in investment grade global fixed income instruments.
  • The investable universe consists only of issues and issuers that have passed both an ESG and Impact screen.
  • Determination of meaningful impact focuses on the use of proceeds, transparency and measurability.
  • The portfolio invests primarily in tradable debt securities but may use derivatives to gain market exposure or for risk management.
  • The option can take active currency positions relative to the benchmark (that is hedged into Australian dollars).