EdenTree Sterling Bond Fund
Dedicated to sustainable investing
The EdenTree Sterling Bond Fund aims to generate a regular level of income, payable quarterly.
The Fund invests in a diversified portfolio of government bonds and good-quality fixed interest securities issued by companies that engage in sustainable and socially responsible practices.
The Fund's management team seeks to identify high-quality companies with sound financials. These issuers tend to possess solid balance sheets and good potential for earnings growth. They also tend to generate positive free cash flows.
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 Sterling Bond Fund was launched in 2008 and has been managed by David Katimbo-Mugwanya, EdenTree's Head of Fixed Income, since its inception.
As well as investing in government and good-quality corporate bonds, the Fund has the flexibility to invest in niche instruments, such as permanent interest bearing shares (PIBs) and preference shares, as well as shares further down the capital structure in debt instruments issued by high-quality issuers.
With a long-term investment horizon, the Fund's management team carries out in-depth credit analysis to gauge the ability of an issuer to repay their outstanding debt obligations.
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
01/09/2016
IA Sectors
Sterling Strategic 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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