Invest in line with a Net Zero by 2050 framework to boost portfolio resilience in a range of climate scenarios and target net zero by 2050 by increasing allocation to aligning, aligned and already net zero issuers.
Climate alignment
Avoid defaults and impairments through in-depth fundamental analysis of long-term financial, business and ESG risks, and using conservative portfolio construction to further mitigate risk.
Resilient approach
Maximise the premium over government bonds by minimising transaction costs and turnover, and constantly seeking attractive opportunities.
Credit return
Fixed income can help preserve capital, generate regular income from coupon payments on fixed rate bonds, and help to offset market fluctuations over time. It can also provide diversification in a portfolio that includes other asset classes, including generally riskier ones, like equities.
We base our strategy around three core objectives: