The Affirmative Global Impact Bond Fund (the Fund) is a dedicated fixed income offering that is strongly underpinned by environmental and social values to deliver financial 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 resilient 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 Global Aggregate Index (hedged to Australian dollars), before fees, over rolling three-year periods.
Global Fixed Interest – actively managed / responsible investment
Quarterly
Typically 100+ including labelled green bonds, social bonds and sustainable bonds
3 - 5 years
Exposure to A or higher rated cash or equivalents </=10%
0.55% p.a. (Class A) 0.75% p.a. (Wholesale Class)
$25,000 (Class A) $1,000 (Wholesale Class)
FSF7298AU (Class A) FSF8602AU (Wholesale Class)
1Please refer to the Product Disclosure Statement (PDS) for further details on fees and other costs that may apply.
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.*
* The Responsible Investment Certification Program does not constitute financial product advice. Neither the Certification Symbol nor RIAA recommends to any person that any financial product is a suitable investment or that returns are guaranteed. Appropriate professional advice should be sought prior to making an investment decision. RIAA does not hold an Australian Financial Services Licence.
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Get in touch
For technical enquiries contact us
8:30am – 6pm AEST Monday to Friday.
Avanteos Investments Limited ABN 20 096 259 979, AFSL 245531 (AIL) is the trustee of the Colonial First State FirstChoice Superannuation Trust ABN 26 458 298 557 and issuer of FirstChoice range of super and pension products. Colonial First State Investments Limited ABN 98 002 348 352, AFSL 232468 (CFSIL) is the responsible entity and issuer of products made available under FirstChoice Investments and FirstChoice Wholesale Investments.
Information on this webpage is provided by AIL and CFSIL. It may include general advice but does not consider your individual objectives, financial situation, needs or tax circumstances. You can find the target market determinations (TMD) for our financial products at https://www.cfs.com.au/tmd which include a description of who a financial product might suit. You should read the relevant Product Disclosure Statement (PDS) and Financial Services Guide (FSG) carefully, assess whether the information is appropriate for you, and consider talking to a financial adviser before making an investment decision. You can get the PDS and FSG at www.cfs.com.au or by calling us on 13 13 36.