Dedicated to sustainable investing
The EdenTree Sustainable Short Dated Bond Fund aims to preserve capital and generate a regular level of income, payable quarterly, by investing in a diversified portfolio of high-quality corporate bonds, with an average credit rating of A or above.
The Fund seeks to invest at least 70% in organisations that the manager classifies as sustainable, which are making a positive contribution to both people and planet. In order to demonstrate this positive contribution, organisations must pass our stringent sustainability assessment, the EdenTree Standard.
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 Sustainable Short Dated Bond Fund was launched in 2017 and has been managed by David Katimbo-Mugwanya, EdenTree's Head of Fixed Income, since its inception.
Further information on the Fund’s Investment Objectives, Sustainability Objective and Sustainability Approach can be found in the Prospectus, Sustainability Disclosure and Key Investor Information Document. All are available via our Literature page.
Investing for a better tomorrow
EdenTree is an active investment management house dedicated to sustainable and impact investing – it’s all we do. We have a 35+ year track record in this space, having launched our first ethical fund in 1988.
Our experienced fund managers work collaboratively with our sustainable investment analysts to identify and support high-quality businesses contributing to positive, long-term structural change.
EdenTree is 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.
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 Sustainable Sterling Bond, Sustainable Short Dated Bond and Global Sustainable Government Bond Funds and co-manages the Global Impact Bond Fund.
David joined EdenTree in 2015 and possesses close to two decades’ investment expertise within fixed income across sovereigns, corporate debt and money market 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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