SLI Ethical Corp Bond Inst Inc


Fund Info

  • Yield History2.55%
  • 3 Year sharpe0.78
  • 3 Year alpha0.11
  • Distribution Typeincome
  • BenchmarkIA £ Corporate Sector
  • Legal StructureOpen Ended Investment Company
  • Fund Size (month end)Open Ended Investment Company
  • OCF0.61%
  • Sector£ Corporate Bond
  • Manager GroupAberdeen Asset Management
  • DomicileUnited Kingdom

Investment Strategy

The objective of the Fund is to provide a high and stable level of income. Capital appreciation is of secondary importance. The investment policy of the Fund is to invest in a portfolio consisting mainly of corporate fixed interest and interest bearing securities that comply with certain ethical criteria. The Fund may also invest in other interest bearing securities anywhere in the world that meet the ethical criteria. The ethical criteria applicable to the Fund are set out in an Ethical Policy and may be amended from time-to-time as considered necessary. In addition to excluding such companies which fail to meet the prescribed ethical standards, the ACD will seek to include companies whose business activities are regarded as making a positive contribution in terms of preserving the environment or improving the quality and safety of human life.