INVESTMENT CAPABILITIES
European Aggregate
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This strategy invests in treasury, government-related, corporate and securitized fixed-rate bonds from European issuers, with an allowance for opportunistic exposure to the emerging markets issuers. The strategy is typically benchmarked to the Bloomberg Euro Aggregate Bond Index and can be managed on a currency hedged or unhedged basis.
Why Mondrian for Fixed Income?
Some of the longest track records in the industry – also, some of the strongest
- Financially robust, employee-owned firm – longterm continuity and stability
- Stable, well-resourced team with expert knowledge of the asset class
- Disciplined process that has been shown to work over a long period
- Not reliant on “star managers” with potentially unrepeatable calls
- Nimble – manageable AUM and focused team means we can continue to rapidly exploit opportunities
- Comprehensive ESG integration – sovereign and corporate investment process awarded A+ in the 2020 PRI assessment*
- Competitive management fees
*Please refer to www.unpri.org for the Principles for Responsible Investments (“PRI”) assessment methodology. Mondrian’s full Assessment Report and Transparency Report may be requested via the PRI Data Portal.
Performance
As of March 31, 2022
European Aggregated Fixed Income Composite (EUR)
European Aggregated Fixed Income Composite (EUR)
As of March 31, 2022
Characteristic | ||
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Yield to Maturity (%) | ||
Modified Duration (years) | ||
Average Maturity (years) | ||
Average Credit Rating | ||
Number of Issues | ||
Information Ratio (3 years) |
European Aggregated Fixed Income Composite (EUR)
European Aggregated Fixed Income Composite (EUR)
European Aggregated Fixed Income Composite (EUR)
Source: Mondrian Investment/Bloomberg
News and Insights
Video: The Case for Global Bonds
Reading Time: < 1 minute Senior Portfolio Manager, Matt Day discusses the case for global bonds in this video.
The Case for Investing in Green Bonds
Reading Time: 8 minutes Green bonds' proceeds are directed exclusively to financing projects that have a positive environmental impact. However there is still no one widely accepted definition of what constitutes green.