Kingswood ESG Bond Fund

 

Aim of the funD

The aim of the fund is to provide investors who are seeking income with some prospect of investment growth in the long term and whom are seeking low cost exposure to companies that demonstrate high environmental, social and governance scores.

Fund Approach

The investment objective is achieved through actively investing in corporate bonds that have been selected from the Barclays MSCI Sterling Liquid Corporate ESG Weighted Index. The Index does not include any bond with an issuance or outstanding amount that is less than £300m. This means that liquidity is maintained at the highest level at all times.

Tax Reports

The tax reports for the Kingswood ESG Bond Fund, published in line with the UK offshore funds reporting regime, can be found here. You will need to register to view this information, however this service is free to all investors.

Risk Warnings

The funds discussed in this website may not be suitable for all investors. It is your responsibility to be aware of and to observe all applicable laws and regulations of any relevant jurisdiction when accessing fund information contained on this site.

IMPORTANT DOCUMENTS

A prospective investor must read the Key Investor Information Document(s) and Supplementary Information Document before investing in any Kingswood fund. These documents contain important information including risk factors and details of charges. We update documents on this site so please bear in mind that it is subject to change without notice.

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