The Fund’s investment philosophy is to source managers who are specialise in alternative sub-investment grade, investment grade and private debt markets. Combination of these assets aims to provide investors the opportunity to capture high yield returns with a ethically screened and diversified portfolio.
Fund overview
The Apostle Ethical Global Credit Fund is an actively managed strategy that provides institutional and wholesale investors with access to global credit markets hedged to Australian Dollars.
The Fund aims to invest in public and private alternative high yield and investment grade fixed income markets by partnering with specialist investment managers.
The Fund is actively managed at the underlying strategy and asset allocation level to ensure that the portfolio is positioned to preserver capital and generate target returns across a full market cycle
Primary objectives
Key advantages
Active management
The Fund is actively managed at both aggregate fund and underlying strategy levels.
Across number of issuers and sectors, and across fixed income asset classes, as well as fixed and floating rate securities.
Overweight historically defensive sectors and fixed income asset classes that have historically provided enhanced capital protection and lower volatility than the broader high yield market.
The Fund aims to exclude certain activities with the intention of generating positive social, environmental and governance benefits alongside strong financial returns.
How we invest
We exclude areas that have a negative impact on people and the planet. Not only are these investments unethical but their financial value could be short-lived. Instead, we invest in solutions to major global challenges. These investments do good for the world and benefit from increasing demand in the economy.
Register Your Interest
Steven Spearing and Joe Unwin, portfolio managers from Apostle Funds Management provide an overview of the fund manager, their view of the bond markets, and a new ethical high yield credit fund coming to the market next month.
Kayne Anderson Capital Advisors, L.P. multi-family impact fund address housing affordability in the US. Al Rabil dentifies that the fund has a sustainable focus. The projects are built from scratch or renovated using renewable energy infrastructure. Al Rabil addresses, “Solar-geo heating and cooling can dramatically reduce carbon footprint”.
Fiona Manning, Portfolio Manager, discusses our new Fund, Apostle People and Planet Diversified Fund. Fiona gives detail to the ‘win-win’ this Fund provides as it offers ethical solutions whilst also presenting growth opportunities for investors.
Listen in to the full interview to understand how you can make a difference through listed equities
“It’s unique in the marketplace and provides an opportunity for investors to invest in line with their values and target traditional financial returns in a diversified portfolio” – Fiona Manning
Read the full Investor Daily article by Neil Griffiths to further understand how the Apostle People and Planet Diversified Fund will “help tackle the world’s largest challenges”.
Lachlan Maddock from Investor Strategy news interviews our own Karyn West and Fiona Manning. Maddock states ”This Fund has an interesting and unique implication for an industry trying to meet a new wave of demand for sustainable options”.
#strategy #sustainable
