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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