UK Social Bond Fund
About the fund
Key reasons to invest
- Diversified bond portfolio targets particular social outcomes and aims to generate attractive risk-adjusted returns in line with UK corporate bond
- Partnership between Big Issue Invest, a leader and innovator in backing social businesses, and Columbia Threadneedle Investments, an established asset management group with a strong reputation across both bonds and social investment
- Dynamic and innovative Social Assessment Methodology guides investment decisions
- Mainstream investment strategy with daily liquidity that can appeal to a broad institutional and retail investor base
- Targeting investment grade returns to achieve social outcomes
Key Facts
Average Credit rating | Typically single-A rated bonds | Liquidity | The strategy provides investors with daily liquidity |
|---|---|---|---|
Duration | Maximum duration of +/- 2 years relative to benchmark | Number of holdings | We hold a diversified range of securities in the portfolio |
AMC | 0.30% | OCF* (for the ‘Z’ share class) | 0.45% |
Average Performance | Year to date the Fund has performed in line with a typical corporate bond fund. | Lead Portfolio Manager | Simon Bond |
Launch date | January 2014 | Peer Group | IA UK Corporate Bond |
Authorised corporate director | Threadneedle Investment Services Limited | Investment manager | Threadneedle Asset Management Limited |
*Source Columbia Threadneedle Investments as at 25 Nov 2017.
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Millions of people around the world rely on Columbia Threadneedle Investments to manage their money. We look after investments for individual investors, financial advisers and wealth managers, as well as insurance firms, pension funds and other institutions.
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