This strategy invests in green bonds, where a green bond is principally defined in line with the International Capital Market Association (ICMA) green bond principals as any type of bond instrument where the proceeds will be applied to finance or refinance in part or in full new and/or existing projects that are beneficial to the environment. This can include climate change mitigation, climate change adaptation, natural resource conservation, biodiversity conservation and pollution prevention and control. Bonds invested in will be treasury, government-related, corporate and securitized fixed-rate bonds from both developed and emerging markets issuers. The strategy is typically benchmarked to the Bloomberg MSCI Global Green Bond Index and can be managed on a currency hedged or unhedged basis.
Mondrian has strong track records in global fixed income, of which green bonds is an emerging sub-set
* 2023 PRI Assessment Scores: Policy, Governance & Strategy: 4 Stars; Direct-Listed equity-Active fundamental: 5 Stars; Direct-Fixed income–SSA: 5 Stars; Direct-Fixed income–Corporate: 5 Stars; Confidence Building Measures: 4 Stars. Please refer to www.unpri.org for the PRI assessment methodology. Mondrian’s full Assessment Report and Transparency Report may be requested via the PRI Data Portal. PRI = Principles for Responsible Investments.
Bloomberg MSCI Global Green Bond Index
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This marketing material is designed for professional investors only. An investment involves the risk of loss. Past performance is not indicative of future results. The investment return and value of investments will fluctuate.
This introductory material is for informational purposes only and is not an offer or solicitation with respect to any securities. Any offer of securities can only be made by written offering materials, which are available solely upon request, on an exclusively private basis and only to qualified financially sophisticated investors residing in jurisdictions consistent with Mondrian’s regulatory authorisations. The information set forth herein is a summary only and does not set forth all of the risks associated with the investment strategy described herein. The products and services described in this website are not available to investors in all jurisdictions. Information from this website must not be used in a way that would be contrary to local law or legislation.
Investments in bonds are affected by interest rates, inflation and credit ratings.
Performance results marked “Gross” do not reflect deduction of investment advisory fees but are net of transaction costs and withholding tax. Investment returns will be reduced accordingly. Performance returns marked “Net” reflect deduction of investment advisory fees and are calculated by deducting a quarterly indicative fee from the quarterly composite return.
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