We are pleased to announce that we will be changing the name of recently launched EdenTree Global Select Government Bond Fund as the fund adopts a “Sustainability Focus” label under the FCA’s Sustainability Disclosure Requirements (SDR) regime.
From 3 February 2025, the fund will be called the EdenTree Global Sustainable Government Bond Fund in recognition of its labelled status, while continuing to be run with the same rigorous sustainable investment approach, firmly underpinned
by EdenTree’s signature meticulous selection of rigorously screened issuers and securities.
A global portfolio of government and government-related ESG-labelled bonds managed by EdenTree’s Head of Fixed Income, David Katimbo-Mugwanya, the fund targets at least 80% asset exposure to government and government-related green, social, sustainable
or impact bonds, the proceeds of which finance new or existing projects that support a reduction in carbon emissions caused by human activities and/or enable greater access to services that empower communities around the world.
James Tomlinson, Head of Wholesale Distribution, EdenTree, said: “We are really pleased to announce this change, made to reflect the fund’s new labelled status and fully crystalise for investors the truly sustainable credentials
of this portfolio.”
“From launch, the fund has been run with a comprehensive approach to sustainability, both actively targeting investment in bonds designed to make a positive contribution to the world, while employing strict negative screening criteria.”
“We know that the current landscape for clients looking to select sustainable investment vehicles can be challenging, and, while we will be making no changes to the fund’s investment approach or process, we hope that by making this update,
and adopting this label, we can fully confirm for investors that the fund they are buying is truly aligned to their investment and sustainability goals.”
David Katimbo-Mugwanya, Head of Fixed Income, EdenTree, added: “Global governments continue to play a pivotal role in the transition to a lower-carbon economy. Countries keen to enhance their climate commitment credentials are growing
their ESG-labelled debt funding programmes, while inaugural sovereign bond issuances dedicated towards environment-related projects - such as those seen from Japan and Australia in 2024 – continue apace. ”
“Our Global Sustainable Government Bond Fund therefore not only enables investors to dial up sustainability objectives in global government debt allocations, but also presents an opportunity, as compared to historic lows registered over the last
decade, to pick up attractive yields for the asset class.”
The value of an investment and the income from it can fall as well as rise as a result of market and currency fluctuations, you may not get back the amount you originally invested.