ISIN: LU1892569572 (P), also available: LU1892569655 (W)
Diversification in government and corporate bonds, denominated in euro
Investment in companies with an above average score on responsible entrepreneurship
Active ESG policy: engagement and exclusions based on ACTIAM's Fundamental Investment Principles (Human rights, Fundamental labour rights, Corruption, The environment, Weapons, Client and product integrity and Animal welfare)
For more information please also refer to Fundsquare.
About this fund
ACTIAM (L) Sustainable Euro Fixed Income Fund suits the investor who intends to invest in a European bond portfolio and who wants to invest socially consciously. The Funds are available for retail investors, professional investors and eligible counterparties. The Fund is suitable for investors with basic knowledge or experience.
ACTIAM (L) Sustainable Euro Fixed Income Fund invests in a (diversified) portfolio of euro denominated government bonds and non-government bonds of which at least 90% should have a minimum average credit rating of BBB- and a maximum of 10% might have a lower average credit rating. In addition to the rating restrictions applicable to individual debtors, a minimum average rating restriction will also apply at the level of the investment portfolio of the Fund. In this context, the minimum average rating of the portfolio must at least be 'A-'.
All debtors and/or (fixed income) securities in the investment universe obtain an ESG score. The ESG score of the portfolio will always exceed the ESG-score of the benchmark. The fund's objective is to at least match the return of the benchmark and at the same time achieve the highest possible ESG score.
The Fund is authorised in Luxembourg, under the surveillance of and regulated by the Commission de Surveillance du Secteur Financier (CSSF). Carne Global Fund Managers (Luxembourg) S.A. is authorised in Luxembourg and regulated by the CSSF.
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