A non-gilt, high quality sterling bond portfolio with an emphasis on credit selection, rather than interest rate and currency tactics.

About this fund

The Sarasin Responsible Corporate Bond Fund provides exposure to a diversified portfolio of responsibility screened corporate bonds and other carefully selected instruments. It offers the opportunity to benefit from attractive returns while making socially responsible investment decisions

Key benefits

The fund provides an attractive and dependable income, while also providing diversification for a predominantly equity-based portfolio. The fund invests in corporations that minimise ESG risks and therefore deliver increased long-term returns.

It also offers an ESG option to investors seeking exposure to the UK non-gilt (credit) bond market. It seeks to reduce investors’ exposure to ESG risks and gives them greater exposure to ESG opportunities.

How we invest for this fund

The team takes an active approach both from a macro and fundamental perspective. It uses a macro-economic research foundation, drawing upon the expertise of the in-house economists with particular emphasis on longer-term structural considerations. This feeds into the management of interest rate exposure, but may also influence fixed income sector disruption and credit structure preferences.

As a relative return credit fund, corporate credit selection is at the heart of the investment process. In addition to in-depth credit research, the fund uses sector exclusions and an ESG protocol to ensure that investments are appropriate for a responsibility-oriented corporate bond fund.

Fund literature

3D INVESTING Impact rating

This fund has a clear thematic bias, and as a result, has a relatively high exposure to companies providing solutions to social and environmental challenges. This is combined with an ESG matrix to avoid controversies and to raise the overall exposure to companies with a relatively good environmental and social performance. There is a strong net positive impact, and although the fund falls below our guideline threshold for an impact rating, it qualifies for an A rating by virtue of its leadership amongst fixed income funds in investing in sustainable solutions. Although the fund is relatively new, it continues a pre-existing strategy, proven over several years.

Read the full 3D Investing report

3d investing Fund profile

This fund has a clear thematic bias, and as a result, has the second highest exposure amongst bond funds to companies providing solutions to social and environmental challenges. This is combined with an ESG matrix to avoid controversies and to raise the exposure to companies with a relatively good environmental and social performance.

Read the full 3D Investing report