GREEN & SUSTAINABLE BOND FUND (AUD)
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:
Using capital for a better future, not just a return
Same return as a regular or “brown” bond fund
Virtuous cycle of sustainable capital & job creation
Investment income from a positive, sustainable source
An additional source of risk management, excluding sectors more exposed to litigation and environmental issues
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.
The Fund will invest in green, sustainable and social corporate bonds issued by global companies
Investment grade fund with an emphasis on liquidity and credit quality
ESG integrated investment research to provide optimal investment decisions
Large global, experienced team of fixed income professionals trading and analysing credit markets 24 hours a day
Providing investors a diversified exposure to a very hard to access asset class –green and sustainable bonds
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 Corporate Bond Fund
Artesian Corporate Bond Fund investors can login to the investor portal to access transaction history and unit pricing
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:
0.10% / 0.10%