Managed Green Bond Fund
A dedicated Green Bond Fund
Exclusively invested in bonds allocated to green purposes
Return focus:
Low to Medium
Minimum suggested time frame:
3+ years
Risk focus:
Lower
Estimated fund fees:
0.6%
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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.
Diversification
A diversified selection of global companies that score highly on environmental, social and governance ratings.
Target Investment
International Fixed Interest 100%
Holdings
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
Fees
Annual Management Fee: 0.6%
Investment Horizon
3+ years
Benchmark
Bloomberg Global Aggregate Index hedged to New Zealand dollar (gross of dividends, 100% hedged to NZD)
Current Hedging Target
100%
Investor Documents
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