Managed Green Bond Fund

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A dedicated Green Bond Fund

Exclusively invested in bonds allocated to green purposes

Purposes include clean transportation, clean water access, increasing resilience to extreme weather events and renewable energy supply networks. A great option if you want a Fund aiming for above average bond market returns over a 3+ year period.
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Return focus:

Low to Medium

Minimum suggested time frame:

3+ years

Risk focus:


Estimated fund fees:


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What we don’t invest in:

We avoid investments that disrespect people, our planet and animals (some examples below). Both thresholds and exceptions may apply - please see our Ethical Investment Policy for more detail.

  • Fossil Fuel

  • Animal Testing

  • Gambling

  • Palm Oil & GMOs

  • Weapons

  • Tobacco

  • Factory Farming

  • Adult Entertainment

  • Alcohol

Risk Level

This fund is suited to investors with a medium-high tolerance to risk and a minimum timeframe of 3+ years.

Lower Risk

Potentially Lower Returns


Higher Risk

Potentially Higher Returns

The risk indicator is rated from 1 (low) to 7 (high). The rating reflects how much the value of the Fund’s assets goes up and down (volatility). A higher risk generally means higher potential returns over time, but more ups and downs along the way. This risk indicator is not a guarantee of a fund’s future performance. As the fund does not have a five year history, the risk indicator was prepared using the relevant market index returns (when the fund was not in existence) and the fund's returns since then. As a result, the risk indicator may provide a less reliable indicator of the potential future volatility of the fund.

Investor Notes

Ethical Approach

The Green Bond Fund invests in fixed income securities that have been classified by Affirmative Investment Management (our sub-investment manager) as Green Bonds. Green Bonds are a type of financing where the money borrowed is used for a specific project targeting climate and environmental solutions.


A diversified selection of global companies that score highly on environmental, social and governance ratings.

Target Investment

International Fixed Interest 100%


The Fund will invest in a global portfolio of predominantly bonds, other fixed or floating rate debt securities and debt securities issued by sovereign, government-related corporate or supranational entities.

Asset Class

International Fixed Interest


Annual Management Fee: 0.6%

Investment Horizon

3+ years


Bloomberg Global Aggregate Index hedged to New Zealand dollar (gross of dividends, 100% hedged to NZD)

Current Hedging Target


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