OPPORTUNITY & OBJECTIVE
OPPORTUNITY & OBJECTIVE
GREEN & SUSTAINABLE BOND FUND (AUD)
SYNOPSIS
PERFORMANCE
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
2024 achievements
In 2024 the Artesian Green & Sustainable Bond Fund has;
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Won the Best New Ethical Fund 2024 at the Mindful Money Awards!
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Upgraded to Recommended by Zenith!
To watch the following "Meet the Manager Video" please acknowledge that you are either an AFSL holder or wholesale investor below.
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 2024
RELATIVE PERFORMANCE
PERFORMANCE REPORT
AUGUST 2024
TARGET
MARKET
DETERMINATION
Product Disclosure Statement
Reference Guide
APPlication FORM
NZ Product Disclosure Statement
NZ Reference Guide
NZ APPlication FORM
TEAM
MORE INFORMATION
The Zenith Investment Partners (ABN 27 103 132 672, AFS Licence 226872) (“Zenith”) rating (ETL3604AU (Artesian Corporate Bond Fund) and ETL8782AU (Artesian Green & Sustainable Bond Fund) assigned June 2024) referred to in this piece is limited to “General Advice” (s766B Corporations Act 2001) for Wholesale clients only. This advice has been prepared without taking into account the objectives, financial situation or needs of any individual, including target markets of financial products, where applicable, and is subject to change at any time without prior notice. It is not a specific recommendation to purchase, sell or hold the relevant product(s). Investors should seek independent financial advice before making an investment decision and should consider the appropriateness of this advice in light of their own objectives, financial situation and needs. Investors should obtain a copy of, and consider the PDS or offer document before making any decision and refer to the full Zenith Product Assessment available on the Zenith website. Past performance is not an indication of future performance. Zenith usually charges the product issuer, fund manager or related party to conduct Product Assessments. Full details regarding Zenith’s methodology, ratings definitions and regulatory compliance are available on our Product Assessments and at Fund Research Regulatory Guidelines
