Evidential Sustainable Global Bond Fund
A global bond fund that follows an evidence based investment philosophy to provide investors with exposure to international fixed income and money market securities.
The Evidential Sustainable Global Bond Fund is designed to provide New Zealand investors with tax efficient, evidence based exposure to a broadly diversified portfolio of international fixed income and money market securities.
The fund also takes into account environmental and sustainability impact as well as social considerations, whilst maintaining the objective to maximise the return of the portfolio.
The fund is not managed with the objective of achieving a particular return relative to a benchmark index. However, the benchmark index against which fund returns will be reported in the quarterly fund updates for the fund is the Bloomberg Global Aggregate Bond Index hedged to the New Zealand dollar.
Key factsAsset class International Fixed InterestAnnual fund charges 0.40%Buy/sell spread +0.10% on entry / -0.10% on exitBenchmark Bloomberg Global Aggregate Bond Index (hedged to NZD)
The fund offers investors highly diversified exposure to the global bond market. The exposure is provided by an investment in an underlying fund managed by DFA Australia Limited (Dimensional). For more than four decades, Dimensional and its affiliated entities have been combining rigorous academic research with to deliver evidence based investment solutions. Dimensional’s investment approach is grounded in economic theory and backed by decades of empirical research.The first ESG-focused evidence based global bond PIE fund in New ZealandSuitable for investors with a low-medium risk toleranceHighly diversified exposure to the global bond market
The risk indicator reflects how much the value of the fund’s assets goes up and down. A higher risk rating generally means higher potential returns over time, but more ups and downs along the way. This fund is suited to an investor with a low-medium tolerance to risk and a minimum timeframe of 3 years.
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Since inception (p.a)
Global Bond Fund
Benchmark index returns as at 31 March 2022. Past performance is not a guarantee of future returns. Performance is calculated after fund management fees and before any applicable tax. Benchmark index returns do not include any fees or taxes. Performance figures have been annualised where the performance period is more than one year.
Invest with Evidential Investment Funds
Evidential Sustainable Global Bond Fund is available for investment through a financial adviser using the Consilium Wrap platform. Speak to us if you would like to find out more about Evidential Investment Funds or the Consilium Wrap platform.