Rathbone Ethical Bond: pandemic performance and future themes

Bryn Jones discusses the fund’s income focus, top holdings, smart cities and more.

9th November 2020 17:14

by Richard Hunter from interactive investor

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Bryn Jones, lead manager of the Rathbone Ethical Bond fund, which appears in interactive investor’s ACE 40 and Super 60 lists, discusses the fund’s income focus, top holdings, philosophical shift from “pure ethical” to “ethical sustainable”, smart cities and more.

Highlights of this episode

01:37 The fund aims to generate income with an ethical return in a very active way, according to Bryn Jones.

02:29 The team seek examples of positive contributions, such as managing environmental impact and employment opportunities in terms of gender and race.

05:22 Among the biggest holdings is Lloyds 13% Perp.

10:21 Longer-term themes the fund is focusing on include the Anthropocene theme [the impact of humans on the environment], renewable energy, the final-mile delivery for working from home, tech, and smart cities.

11:26 Are we facing an “Age of Disorder” where millennials will drive change?

These articles are provided for information purposes only.  Occasionally, an opinion about whether to buy or sell a specific investment may be provided by third parties.  The content is not intended to be a personal recommendation to buy or sell any financial instrument or product, or to adopt any investment strategy as it is not provided based on an assessment of your investing knowledge and experience, your financial situation or your investment objectives. The value of your investments, and the income derived from them, may go down as well as up. You may not get back all the money that you invest. The investments referred to in this article may not be suitable for all investors, and if in doubt, an investor should seek advice from a qualified investment adviser.

Full performance can be found on the company or index summary page on the interactive investor website. Simply click on the company's or index name highlighted in the article.

Related Categories

    Ethical investingFundsBonds and giltsPodcastsAce 30Super 60

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