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Overview

The Affirmative Global Bond Fund (the Fund) is a dedicated fixed income offering that is strongly underpinned by environmental and social values to create sustainable returns for clients. It addresses the growing momentum for investing with a social conscience while simultaneously delivering mainstream financial returns.

Impact fixed income specialists

Pioneers of green bonds, with the longest track record in the market

Robust verification and reporting process

Maintains strong principles of integrity and transparency

Social conscience

Helps create environmentally and socially resillient communities

FUND FACTS

Invest sustainably with a fund that makes a positive social and environmental impact without compromising on returns.

 

Investment objective: To simultaneously create a positive and verifiable environmental and social impact, whilst targeting a total return in excess of the Bloomberg Barclays Global Aggregate Index (hedged to Australian dollars), before fees, over rolling three-year periods.

Inception date

Style

Distribution

Holdings

Investment horizon

29 March 2018 Global Fixed Interest – actively managed
Quarterly Typically 40+ including labelled green bonds, social bonds and sustainable bonds 3 - 5 years
Duration limit Cash limit Management cost Minimum investment APIR code
+/-2 years vs benchmark Exposure to A or higher rated cash or equivalents </=10%
0.57% pa. (Class A) $25,000 (Class A) $5,000 (Wholesale Class)
FSF7298AU (Class A)
FSF8602AU (Wholesale Class)

RIAA Certified

 

 

 

 

 

The Affirmative Global Bond Fund has been certified by RIAA according to the strict operational and disclosure practices required under the Responsible Investment Certification Program. See https://responsibleinvestment.org/ for details.*

Resources

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Colonial First State Investments Limited ABN 98 002 348 352, AFSL 232468 (Colonial First State) is the issuer of the FirstChoice range of super and pension products from the Colonial First State FirstChoice Superannuation Trust ABN 26 458 298 557. Colonial First State also issues interests in products made available under FirstChoice Investments and FirstChoice Wholesale Investments. This is based on the understanding of current regulatory requirements and laws as at the date of publication. While all care has been taken in the preparation of this document (using sources believed to be reliable and accurate), to the maximum extent permitted by law, no person including Colonial First State or any member of the Commonwealth Bank group of companies, accepts responsibility for any loss suffered by any person arising from reliance on this information. This information for the adviser only and is not to be handed on to any investor. It does not take into account any person’s individual objectives, financial situation or needs. You should read the relevant Product Disclosure Statement (PDS) and Financial Services Guide (FSG) before making any recommendations to a client. Clients should read the PDS and FSG before making an investment decision and consider talking to a financial adviser. The PDS and FSG can be obtained from colonialfirststate.com.au or by calling us on 13 18 36.


From time to time, Colonial First State enters into alliance partnerships with dedicated and experienced investment specialists. Each alliance represents an agreement for Colonial First State to provide third party distribution services within the Australian Financial Services intermediary market.

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