GREEN & SUSTAINABLE BOND FUND (AUD)
SYNOPSIS
PERFORMANCE
INDEPENDENT RESEARCH
INVESTMENT PLATFORMS
OFFERING
DOCUMENTS
FUND
The Artesian Green & Sustainable Bond Fund will invest in a diversified portfolio of liquid, investment grade fixed and floating rate green, sustainable and social corporate bonds. The Fund invests in Australasian and global issuers.
Additional Fund Benefits:
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Using capital for a better future, not just a return
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Same return as a regular or “brown” bond fund
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Virtuous cycle of sustainable capital & job creation
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Investment income from a positive, sustainable source
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An additional source of risk management, excluding sectors more exposed to litigation and environmental issues
THE 'GREENIUM'
Artesian fixed income CIO Matthew Clunies-Ross discusses the premium for green bonds reflecting both scarcity and investor demand, the 'greenium', with Green & Sustainable Bond Fund portfolio manager David Gallagher.

STRATEGY
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The Fund will invest in green, sustainable and social corporate bonds issued by global companies
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Investment grade fund with an emphasis on liquidity and credit quality
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ESG integrated investment research to provide optimal investment decisions
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Large global, experienced team of fixed income professionals trading and analysing credit markets 24 hours a day
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Providing investors a diversified exposure to a very hard to access asset class –green and sustainable bonds
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Excess returns are expected to be generated through a well constructed and actively managed portfolio in the global corporate bond market
2 PAGE SUMMARY
ONLINE APPLICATION FORM
Press the button below to complete an online application for an investment in the Artesian Green & Sustainable Bond Fund
INVESTOR PORTAL
Artesian Green & Sustainable Bond Fund investors can login to the investor portal to access transaction history and unit pricing
TERMS
Target Return:
The Fund aims to outperform the benchmark (Bloomberg AusBond Composite 0-5 Yr Index) net of fees through active management.
Note the target return is not a forecast. It is merely an indication of what the Fund aims to achieve over the medium term on the assumption that credit markets remain relatively stable throughout the investment timeframe. The Fund may not be successful in meeting the benchmark return. Returns are not guaranteed.
Investment Management Fee:
0.30%
Administration fee:
0.20%
Minimum Investment:
AUD $25,000
Buy/Sell Spread:
0.10% / 0.10%
AUD UNITS
31 AUGUST 2023
RELATIVE PERFORMANCE

PERFORMANCE REPORT
AUGUST 2023









