Sector review: Responsible UK corporate bond funds
As SDR becomes effective and yields increase, responsible UK corporate bond strategies become more appealing
As SDR becomes effective and yields increase, responsible UK corporate bond strategies become more appealing
The latest rebalance saw trades across all asset classes, with four holdings sold
Equity and bond strategies to be run by Calvert Research and Management
Targets a 50% initial reduction in GHG emissions versus benchmark
Invests in corporate bonds, government bonds and global equities
Market uncertainty remains but ESG bonds continue to be attractive to investors
Affects corporate bond and emerging market products
Investing in investment grade bonds
Classified as Article 9 under SFDR
Managed by Matthew Rees and Enda Mulry
Changes expected to be implemented in October 2022
Morningstar analyses green bond funds and lays out the differences between them and conventional bond portfolios