Return to Top
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
* 2021 PRI Assessment Scores: Investment & Stewardship Policy: 3 Stars; Direct-Listed equity-Active fundamental–incorporation: 4 Stars; Direct-Listed equity-Active fundamental–voting: 3 Stars; Direct-Fixed income–SSA: 5 Stars; Direct-Fixed income–Corporate: 5 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.
As of June 30, 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 June 30, 2022
|Yield to Maturity (%)|
|Modified Duration (years)|
|Average Maturity (years)|
|Average Credit Rating|
|Number of Issues|
|Information Ratio (3 years)|
Source: Mondrian Investment Partners/Bloomberg
News and Insights
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.
Reading Time: < 1 minute Halfway through 2020, the world remains in the grip of a global pandemic, an economic shock of unprecedented scope and magnitude. Learn about the three results global fixed income can deliver when investing during a pandemic as featured in Pensions & Investments publication.