Employing a global multisector bond approach in search of the best opportunities.
Dynamically balancing credit and duration through investments in high yield and emerging market sectors to enhance income and dampen interest-rate risk, and in high-quality investment-grade bonds to alleviate credit risk when markets are stressed.
Investing in the fixed-income securities of issuers that are positively exposed to environmentally- or socially-oriented sustainable investment themes, primarily Climate, Health, Empowerment and Institutions.
Applying a top-down thematic screening process for UNSDG-alignment, including a focus on analyzing an issuer’s environmental and social impact, and a rigorous bottom-up ESG integration approach, including a proprietary ESG scoring as part of the issuer assessment.
The Portfolio uses the benchmark shown for comparison purposes only. The Portfolio is actively managed and the Investment Manager is not constrained by its benchmark when implementing the Portfolio’s investment strategy.
Ongoing charges include fees and certain expenses of the Portfolio as of the most recent KIID, and may be subject to a cap which is reflected above if applicable.
Holdings are subject to change without notice.
These and other risks are described in the Fund's prospectus
Investment returns and principal value of the Fund will fluctuate so that an investor’s shares, when redeemed, may be worth more or less than their original cost. Some of the principal risks of investing in the Fund include:
