EdenTree Short Dated Bond Fund
Dedicated to sustainable investing
The EdenTree Short Dated Bond Fund aims to preserve capital and generate a regular level of income, payable quarterly.
The Fund seeks to invest in a diversified portfolio of high-quality corporate bonds, with an average credit rating of A or above. The Fund also seeks to invest at least 70% of its portfolio in companies that we believe operate as sustainable businesses.
Our investment approach focuses on good-quality, short-dated credits with attractive yields. When choosing bonds to invest in, the Fund’s management team analyse fundamentals, management quality and debt covenants to gauge profitability, cash flow generation and leverage. The team also uses its strong relationships with banks and brokers to keep them in touch with opportunities and informed of issuance.
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 Short Dated Bond Fund has been managed by David Katimbo-Mugwanya, EdenTree's Head of Fixed Income, since its inception.
The average duration of bonds held in the Fund is between 2-3 years.
Investing for a better tomorrow
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
01/09/2017
IA Sectors
Sterling Corporate Bond
Fund manager
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.
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