Halfway through 2020, the world remains in the grip of a global pandemic, an economic shock of unprecedented scope and magnitude. …
The Mondrian Global Fixed Income Fund (the Fund) aims to generate current income consistent with the preservation of principal. The Fund intends to invest primarily in a global portfolio of fixed and/or floating rate debt securities denominated in any currency and issued by governmental and supranational issuers located throughout the world that may provide the potential for capital appreciation. The debt securities the Fund invests in will generally be rated BBB- or better by Standard & Poor’s or Baa3 or better by Moody’s Investors Service or if unrated, be deemed to be of comparable quality by the Investment Manager. The Fund may invest in a broad range of debt securities, including government, municipal, sovereign and supranational bonds and other debt securities, instruments and obligations issued by governments, their agencies, instrumentalities or political subdivisions and supranational entities. Types of bonds the Fund may invest in but is not limited to are zero coupon bonds and inflation-linked bonds.
FTSE WGBI EUR
November 3, 2020
Entry/ exit charge
Minimum Initial Investment
Minimum Subsequent Investment
EUR 105.4 million
As of March 31, 2021
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Source: Mondrian Investment Partners/Bloomberg Barclays
Managed appropriately, high quality global developed market fixed income offers investors enhanced yield, downside protection and diversification beyond their home market.
© 2021 Mondrian Investment Partners Limited is authorised and regulated by the Financial Conduct Authority – Firm Reference Number 149507.
All information is as of March 31, 2021 unless otherwise noted.
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