Our investment process combines alpha and responsible investment criteria
Our range of fixed income strategies offers:
- A diversified bond portfolio in investment grade (euro), global high yield, emerging market debt or fixed income aggregate bond strategies
- A seasoned team with an extensive network giving access to the best managers at competitive fees
- Genuine values-based responsible investment approach
“Our experience has seen us through many bull and bear markets. This has given us the skills to navigate the current challenging environment of extremely low interest rates.”
“Engaging with our managers is especially important, as bond holders do not have the same influence over companies as shareholders have. This makes it more vital to choose like-minded managers to implement our responsible investment approach.”
Balanced fixed income portfolios
The managers optimise and monitor the intended fixed income risk allocation to build balanced portfolios in investment grade, high yield, emerging market debt and aggregate bond markets. We manage allocations to credit spread sensitivity, ratings, sectors, duration, geographies and currencies. The decision-making process around portfolio allocation combines alpha and responsible investment criteria.
Being a force for good through our investments is both a challenge and an opportunity. A blanket exclusion policy stops us bringing change through engagement. Therefore, we prefer to work with managers who share our ethos and engage them to work towards the same goals.
Fully aligned with our RI policy
Our fixed income portfolio is fully aligned with our RI policy. It is invested through managers with an ESG policy that we see as effective, or through mandates with customised RI benchmarks using exclusions. By focusing on RI principles and ESG risks in our approach, we aim to produce good financial returns in the medium to long term.
Anthos Fund II RAIF-SICAV - Euro Investment Grade Bond Fund
Click here for the sustainability-related disclosures of the Anthos Fund II RAIF-SICAV – EURO Investment Grade Bond Fund
Anthos Fund II RAIF-SICAV - Global High Yield Bond Fund
Click here for the sustainability-related disclosures of the Anthos Fund II RAIF-SICAV – Global High Yield Bond Fund
This is a marketing communication. Please refer to the Private Placement Memorandum of Anthos Fund II RAIF-SICAV S.A. ("PPM") before making any final investment decisions. The PPM may be provided upon request. Please note: these funds are open to professional investors only.
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