Search this website. You can use fund codes to locate specific funds

SDG Engagement High Yield Credit: H1 2021 report

Our focus on higher-quality credit in markets with strong engagement potential meant we didn’t benefit from the outsized rally in Covid-ravaged sectors in H1 2021, but the strategy continues to outperform its benchmark since inception

Past performance is not a reliable indicator of future performance.

We have been delighted both with our financial results and with the substantive, high-touch engagement outcomes of our inaugural engagement year.

The success and impact of the strategy has been bolstered by the greater intensity and breadth of our engagement activity in the first six months of 2021. At mid-year we had already engaged 105 of the 126 issuers held in our portfolio on a myriad of sustainable development goals (SDGs) and environmental, social and governance (ESG) topics.

As well as reviewing our investment and engagement activity over the first half of 2021 – including  the SDGs we have engaged on most intensively – this report delves into impact in the energy sector and the role of insurers in the fight against climate change.

More Insights

Focusing on the evidence: 360°, Q4 2021
In our latest edition of 360°, Andrew 'Jacko' Jackson and his team of specialist investors consider the areas that have the potential to deliver superior risk-adjusted returns..
Sustainable Global Equity Report, Q4 2021
It is increasingly understood that absolute levels of poverty are far from the only issue affecting the world's poor. Almost a third of adults globally (about 1.7 billion people) remain unbanked.
Does the end of China's love affair with property spell heartbreak for investors?
Investors will be profoundly impacted by what the Chinese property sector does next
The Meeting Room Webcast: Global Emerging Markets SMID, November 2021
As we navigate the ever-changing landscape of the coronavirus, the Global Emerging Markets team reflect on recent performance, and discuss the outlook for Global Emerging Markets from both a market and portfolio positioning perspective.
EV lover, she’ll take your heart because it’s greener: A lifecycle comparison between electric and combustion-engine cars
Road transport is one of the largest contributors to global warming. Its decarbonisation will therefore have a significant impact in the fight against climate change.
Impact Quarterly Report, Q3 2021
In the latest Impact Quarterly Report, we delve into the theme of Financial Inclusion, as a theme linked to 13 of the 17 UN Sustainable Development Goals (SDGs).