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Threadneedle UK Social Bond Fund

Pioneering a strong bond between social impact and consistent financial results

A pioneer in social bond investing. We launched the UK’s first daily liquid social bond strategy in 2014, followed by European and US based strategies, and have been a leading advocate of the burgeoning green and social bond markets.

The Threadneedle UK Social Bond Fund unlocks the full potential of bonds to deliver both financial returns and positive social outcomes.
To meet the twin fund objectives, bond investments are only included if proceeds deliver both a financial return and positive social impact. Bonds have the multiple advantages of scale, scope and ‘targeted’ ability to support highly social outcomes and impacts, while they are tradable and offer liquidity.
We actively allocate capital to outcomes that address real social needs predominantly in the UK, using a broad universe of bonds issued by corporates, government agencies, regional & local government bodies, mutuals and charities.
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Ratings as at 31.05.2021
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Social Investment Guidelines

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Threadneedle UK Social Bond Fund Overview

Overview

Strength in partnership

Our strong reputation across both bonds and social investment is enhanced by our partnership with The Big Issue Group, social entrepreneurs and a leader and innovator in backing sustainable social businesses.

Consistent track record in social bond investing

We have managed outcomes-focused social bond strategies for over five years and have delivered strong risk-adjusted returns for our investors.

Collaborative approach

The first Fund to unlock the full potential of bonds to deliver both financial returns and positive social outcomes. Using a dynamic social assessment methodology to guide investment decisions, the portfolio manager actively sources assets that combine clear social benefits with sound financial attributes.
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Reasons to invest

Strength in partnership

Our proven experience in both fixed income credit and responsible investment is enhanced by our social partnership with Big Issue Group, social entrepreneurs and a leader and innovator in backing sustainable social businesses in the UK.

The Big Issue Group, brings its expertise and reputation by:
  • Advising on our proprietary social classification methodology
  • Challenging our social assessments via a quarterly Social Advisory Panel independent panel
  • Producing an independent annual report
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Consistent track record in social bond investing

We have successfully managed outcomes-focused social bond strategies since 2013, and have invested in a range of strategies for clients in the UK, Europe and the US. (as at 31 July 2021).
We have managed out-comes focused social bond strategies for over five years and have delivered strong risk-adjusted returns for our investors.

Collaborative approach

The first Fund to unlock the full potential of bonds to deliver both financial returns and positive social outcomes. Using a dynamic social assessment methodology to guide investment decisions, the portfolio manager actively sources bonds that combine clear social benefits with sound financial attributes.

Positive Inclusion, Evidence-based Analysis & Engagement

We actively source bonds from the eight key social fields set by The Big Issue Group, targeting the most beneficial projects in the areas of most need, with geography being a key driver.

Eligible investments are ranked as high, medium or low intensity by our specialist Responsible Investment team, while our credit research analysts ensure investment ideas pass rigorous financial, ESG and liquidity tests for inclusion in the portfolio.

We actively engage with company managements to understand how their businesses work and take a proactive tole with both corporates and government in the development and growth of the social bond market.

Social performance

Read our Annual Social Performance Report, produced in conjunction with The Big Issue Group, to see how we are making a difference and meeting our impact objective of supporting a more inclusive and sustainable development in the UK.

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Annual Social Performance Report 2020

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Annual Social Performance Report 2019

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Annual Social Performance Report 2018

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Annual Social Performance Report 2017

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Annual Social Performance Report 2016

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Annual Social Performance Report 2015

Insights

25 June 2021

Responsible Investment Quarterly - Q1 2021

View the RI team's report from the first quarter of 2021.
Read time - 15 min
15 January 2021

Simon Bond

Director of Responsible Investment Portfolio Management

Looking forward to a recovery with ‘green collar’ jobs

A competitive tension is building between countries not wanting to get left behind in the drive to reach zero carbon emissions targets. In light of this 2021 promises to be a seminal year.
Read time - 4 min
5 December 2020

Simon Bond

Director of Responsible Investment Portfolio Management

The adapting world of ESG

Simon Bond explains the world of ESG investing, how the landscape has changed during covid-19 and how he was inspired to launch the Threadneedle UK Social Bond Fund, a fund that seeks to do good for society as well as delivering a financial return.
Read time - 3 min

Explore fund details

Fund Manager

Simon Bond
Director of Responsible Investment Portfolio Management