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This strategy invests in treasury, government-related, corporate and securitized fixed-rate bonds from both developed and emerging markets issuers. The strategy is typically benchmarked to the Bloomberg Global Aggregate Bond ex-US 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
*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.
As of March 31, 2022
International Aggregate Fixed Income Composite (USD)
Mondrian Investment Partners Limited (“Mondrian”) claims compliance with the Global Investment Performance Standards (GIPS®). GIPS® is a registered trademark of CFA Institute. CFA Institute does not endorse or promote this organization, nor does it warrant the accuracy or quality of the content contained herein. A GIPS Composite Report is available on request from email@example.com.
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 authorizations. 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.
As of March 31, 2022
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Source: Mondrian Investment Partners/Bloomberg
News and Insights
Reading Time: < 1 minute Senior Portfolio Manager, Matt Day discusses the case for global bonds in this video.
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.