Strategy Overview

Investment approach

The strategy’s primary objective is to offer an innovative actively managed global fixed income solution while participating in the development of a low-carbon economy, energy transition and social development. Climate change and sustainability is not country specific, but instead is universal, as such the strategy seeks to maximize its sustainable impact across a diversified set of the United Nations Sustainable Development Goals (SDGs) globally. To achieve this objective, the strategy will primarily invest in global fixed income instruments that provide a positive impact while delivering financial returns. All investments will be assessed on their material ESG risks, alignment with the SDGs and contribution to the overall risk/return profile of the strategy.

Key Characteristics

  • Energy transition, climate change and social issues are not country specific but global
  • Access to global stakeholders on latest development and initiatives on responsible investing
  • Access to the best and most developed responsible investing opportunities globally
  • Focus on making a global climate and sustainability impact with improved opportunity to diversify exposure

Disclaimer

Please read the simplified prospectus before investing. The amount of risk associated with any particular investment depends largely on your own personal circumstances including your time horizon, liquidity needs, portfolio size, income, investment knowledge and attitude toward price fluctuations. Investors should consult their financial advisor before making a decision as to whether this fund is a suitable investment for them.

Commissions, trailing commissions, management fees and expenses all may be associated with mutual fund investments. Mutual funds are not guaranteed, their values change frequently and past performance may not be repeated.

The rate of return or mathematical table shown is used only to illustrate the effects of the compound growth rate and is not intended to reflect future values of the mutual fund or returns on investment in the mutual fund. The indicated rates of return are the historical annual compounded total returns including changes in unit value and reinvestment of all distributions and do not take into account sales, redemption, distribution or optional charges or income taxes payable by any unitholder that would have reduced returns.