The investment seeks high current income; as a secondary investment objective, it seeks capital appreciation. The fund follows a sustainable investing approach, combining rigorous financial analysis with equally rigorous environmental, social and governance (ESG) analysis in order to identify investments. It invests at least 80% of its assets (plus any borrowings for investment purposes) in high-yield, fixed income securities (such as bonds, notes or debentures). The fund may invest up to 40% of its assets in securities of non-U.S. issuers, including investments in emerging markets.
Fund filings (PDF) »