EdenTree Global Impact Bond Fund
Dedicated to sustainable investing
The EdenTree Global Impact Bond Fund seeks to deliver positive environmental and social impacts alongside a regular level of income through its investment in global fixed income securities.
The Fund aims to support a reduction in the level of greenhouse gas emissions caused by human activity by investing in bonds that provide sustainable solutions and engaging with the companies that issue them. It also aims to increase access to basic services for underserved communities by investing in bonds that contribute to social infrastructure, health and wellbeing and education and financial inclusion.
The Fund’s management team applies holistic analysis of the underlying debt issuers using the Fund’s proprietary impact assessment framework. This is combined with in-depth fundamental credit research and the EdenTree Standard – EdenTree’s sustainability framework that helps identify companies that are creating value for people, the planet and for investors.
The value of an investment and the income from it can fall as well as rise as a result of market and currency fluctuations, you may not get back the amount you originally invested.
Investing for a better tomorrow
The EdenTree Global Impact Bond Fund was launched in 2022 and is managed by David Katimbo-Mugwanya, EdenTree's Head of Fixed Income, and Michael Sheehan.
The Fund aims to invest at least 80% of its assets in publicly listed bonds or other fixed interest securities. These securities are selected in accordance with the Fund’s sustainability approach. The bonds may be labelled bonds (such as green, social and sustainability bonds) or non-labelled bonds issued by entities whose products or services contribute to the Fund’s sustainability themes, which are Social Infrastructure, Health & Wellbeing, Education & Financial Inclusion and Sustainable Solutions.
Investing for a better tomorrow
The EdenTree Global Impact Bond Fund has adopted the Sustainability Impact label. We are delighted to have met the high standards required to add this label to the Fund under the Sustainability Disclosure Requirements (SDR).
We believe the new SDR regime represents a positive step forward for the industry, one that will build trust in the sustainable investment market and help combat greenwashing.
As a firm with a broad range of sustainable solutions, we recognise the important role we must play in improving transparency in the industry.
EdenTree is a sustainable investment manager with a strong heritage. We are proud to be part of the Benefact Group – a charity owned, international family of specialist financial services companies that give all available profits to charity and good causes.
EdenTree is dedicated to sustainable investing, having launched its first ethical fund in March 1988.
Launch Date
24/01/22
IA Sectors
Global Corporate Bond
EdenTree Global Impact Bond Fund – Annual Impact Report December 2024
Despite headwinds in the sustainable investing space, we remain steadfast. The Fund’s updated theory of change, refined KPIs and enhanced engagement strategy reflect our dedication to transparency, consistency and meaningful impact.
In February 2025, the Fund adopted the Sustainability Impact label – a milestone that underscores the rigour of our impact approach, which evaluates both issuer and bond credentials and actively seeks to influence outcomes through targeted engagement.
Fund managers
David Katimbo-Mugwanya
Head of Fixed Income
David, as Head of Fixed Income, leads on EdenTree’s Sterling Bond and the Short-Dated Bond funds, the Global Sustainable Government Bond Fund and also co-manages the Global Impact Bond Fund. David joined EdenTree in 2015 and possesses close to two decades’ investment expertise within the asset class across sovereigns, corporate debt and money markets portfolios via designated mandates as well as bespoke investment solutions.
David is a CFA Charterholder, holds the Investment Management Certificate (IMC) and a BSc. Economics degree from the University of Essex. David is also a member of the London Stock Exchange’s Primary Markets Group, an advisory group to the LSE on matters relating to primary capital markets.
Michael Sheehan
Fund Manager
Michael joined the EdenTree Fixed Income team in 2021 and is responsible for co-managing the Global Impact Bond Fund. Michael joined from Aberdeen Standard where he assisted in managing European Investment Grade Credit Funds. Prior to that, he has held the roles of Cash & FX Analyst and Consultant Database Manager at the firm having graduated in 2011 with a BA Economics from the University of Reading. Michael is a CFA Charterholder and also holds the Investment Management Certificate (IMC).
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