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ESG Enhanced Global High Yield Bond Fund

Overview Team Documents

Overview

Objective

This Sub-Fund aims to provide a maximum total return (interest income and capital appreciation) through access to the developed high yield bond markets while promoting, amongst others, certain environmental and social characteristics in compliance with Article 8 of the Sustainable Finance Disclosure Regulation (“SFDR”).

Investor Profile

The Sub-Fund is only suitable for institutional and wholesale investors seeking to participate in the capital market performance of an actively managed SFDR Article 8 compliant global high yield bond portfolio. The Sub-Fund is therefore suitable for investors who can afford to invest their capital over the long term. The Sub-Fund is not suitable for retail investors.

 

 

          Other fund documents

 

 

Capital at risk. All investments involve risk and investors may not get back the amount originally invested.

Investment risk is concentrated in specific sectors, countries, currencies or companies. This means the Fund is more sensitive to any localised economic, market, political, sustainability-related or regulatory events. The value of securities can be affected by daily stock market movements, political factors, economic news, company earnings and significant corporate events.

Key Facts

Sub Fund Name
ESG Enhanced Global High Yield Bond Fund
ISIN
LU2710802047
Reference Benchmark
ICE BoA Global High Yield Constrained Index (HW0C)
Lead Manager
Ares Capital Management Team
No. of Holdings
Circa 100 - 150 stocks
Performance Target
Benchmark outperformance
Style
Value & ESG Exclusions
Bloomberg ID
SMARUFH
Domicile
Luxembourg
Sub Fund Inception Date
March 2024
Share Class Inception Date
March 2024
Base Currency
USD
Currencies Available
USD, EUR, JPY, HKD
Unit Class
F - Accumulation
Dealing Time Cut-Off
16:00 CET
SFDR Classification
Article 8
Legal Structure
SICAV
Regulatory Structure
UCITS

Team

ARES Capital

Sub-Investment Manager Team

Boris OKULIAR, Chris MATHEWSON, Brian ABDELHADI, Kapil SINGH (CFA)

 

Industry Experience -

Time in ARES -

Learn more
ARES Capital

Sub-Investment Manager Team

Industry Experience -

Time in ARES -

Boris OKULIAR, Chris MATHEWSON, Brian ABDELHADI, Kapil SINGH (CFA)

 

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Contact Us

RH Squared

Richard HAXE

Managing Director, Head of Business Development

+44 (0)20 7507 6431 richard_haxe@smd-am.co.jp Connect
AB Squared

Alex BARRY

Head of Distribution, UK and Ireland

+44 (0)20 7507 6419 alex_barry@smd-am.co.jp Connect
CC Squared

Chloé CHOQUIN

Director, Business Development

+44 (0)20 7507 6424 chloe_choquin@smd-am.co.jp Connect

Source: SMDAM

 

DISCLAIMER

Past performance is not a reliable indicator of future performance and may not be repeated.

An investment’s value and the income deriving from it may fall, as well as rise, due to market fluctuations. Investors may not get back the amount originally invested. Fund performance is shown net of fees. If the currency in which the fund is denominated is different from an investor’s currency, the return may increase or decrease as a result of currency fluctuations. 

The information on this website is not intended to be investment advice, tax, financial or any other type of advice, and is merely a summary of the main aspects of the funds. The information should not be construed as an offer to buy, sell or transact in any security including, but not limited to, shares in the funds.

Decisions to invest in any fund are deemed to be made solely on the basis of the information contained in the prospectus and the PRIIPS KID accompanied by the latest available annual and semi-annual report.
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