Generation Afrmtv Glbl ImpBd

ALL0565AU

Generation Afrmtv Glbl ImpBd ALL0565AU Strategy

The option will invest primarily in investment grade global fixed income instruments. The investable universe consists only of issues and issuers that have passed both an ESG and Impact screen. Determination of meaningful impact focuses on the use of proceeds, transparency and measurability. The portfolio invests primarily in tradable debt securities but may use derivatives to gain market exposure or for risk management. The option can take active currency positions relative to the benchmark (that is hedged into Australian dollars).
The investment objective & strategy is a summary of the investment's principal strategy as written in the prospectus. This information is pulled from the most recent product disclosure document.

Funds News & Analysis

funds

Listed Investment Companies monthly performance: November 2024

The Morningstar LIC monthly report provides a snapshot of ASX-listed LICs, and whether they are trading at a premium or a discount to their net tangible assets (NTA).
funds

Chart of the week: A reliable predictor of the success of an investment

This week's chart of the week looks at the impact of fees on the success of funds.
funds

Listed Investment Companies monthly performance: October 2024

The Morningstar LIC monthly report provides a snapshot of ASX-listed LICs, and whether they are trading at a premium or a discount to their net tangible assets (NTA).

Morningstar Investment Ideas

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