EdenTree Responsible & Sustainable Short Dated Bond Fund

For investors primarily seeking capital preservation, the current landscape in fixed income markets presents an inordinate amount of challenge and requires careful navigation. Interest rates are again plumbing new depths as a result of continued extensive monetary stimulus. For the next five years, it is likely that base rates will remain flat and achieving capital preservation through holding cash next to impossible, let alone eking out a return on it. This issue is only likely to be exacerbated by the increased tolerance that central banks now have for inflation. We believe that investors faced with this degree of uncertainty in the short to medium term are best served by an allocation to short duration fixed income instruments.

We fully integrate ESG risk factors into our investment approach in order to deliver superior returns and add value for clients. This integrated approach covers four key areas; screening, engagement, governance and research. The fund also actively invests in green, social and sustainable bonds whose proceeds are deployed towards; projects with clear and verifiable positive environmental impacts (green), funding initiatives that target specific societal issues or segments of the population (social) and or sustainability-led undertakings combining both green and social elements along with other themes such as education.