Overview

Robeco has been at the forefront of sustainable investing for the last 20 years. With a demonstratable track record of integrating ESG & sustainability factors into their investment process, they are a natural candidate we turn to when searching for an ESG fixed income fund. This fund is their latest offering and is essentially a global credit portfolio with an income objective.

The secret sauce for this fund is the additional overlay to avoid issuers that contribute negatively towards the UN Sustainable Development Goals (SDGs) and deemed to be less sustainable over the long term. This ESG-integrated process has historically helped the fund to better identify downside risk of underlying credits and provide some downside protection during periods of stress.

Key Characteristics

• Global credit portfolio with flexible allocation across IG, HY & EM Corporate Credit (HC
• Fund aims to optimize yield and income within a target volatility range of 2-6%
• Screens out companies that contribute negatively towards the United Nations Sustainable Development Goals
• ESG-integrated process to enhance identification of downside risk of underlying credits

Fund Managers

Robeco, a global asset manager, is the fund manager. They have a long track record in sustainable investing and deep expertise in fixed income.

Note:

That said, not all funds are appropriate for every investor. If you have any questions about the fund, wealth planning, or our suite of investment advisory and discretionary portfolio management services, please seek assistance from your Relationship Manager.