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GREEN & SUSTAINABLE BOND FUND (AUD)

Green & Sustainable Bond Fund

SYNOPSIS

PERFORMANCE

RESEARCH

INVESTMENT PLATFORMS

OFFERING

DOCUMENTS

FUND

The Artesian Green & Sustainable Bond Fund will invest in a diversified portfolio of liquid, investment grade fixed and floating rate green, sustainable and social bonds. The Fund invests in Australasian and global issuers.

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Additional Fund Benefits:

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  • Using capital for a better future, not just a return

  • Same return as a regular or “brown” bond fund

  • Virtuous cycle of sustainable capital & job creation

  • Investment income from a positive, sustainable source

  • An additional source of risk management, excluding sectors more exposed to litigation and environmental issues

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2024 achievements

In 2024 the Artesian Green & Sustainable Bond Fund has;​

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  • Won the Best New Ethical Fund 2024 at the Mindful Money Awards!

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  • Upgraded to Recommended by Zenith!

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To watch the following "Meet the Manager Video" please acknowledge that you are either an AFSL holder or wholesale investor below.

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STRATEGY

  • The Fund will invest in green, sustainable and social corporate bonds issued by global companies and governments

  • Investment grade fund with an emphasis on liquidity and credit quality

  • ESG integrated investment research to provide optimal investment decisions

  • Large global, experienced team of fixed income professionals trading and analysing credit markets 24 hours a day

  • Providing investors a diversified exposure to a very hard to access asset class – green, sustainable and social bonds

  • Excess returns are expected to be generated through a well constructed and actively managed portfolio in the global bond market

2 PAGE SUMMARY

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ONLINE APPLICATION FORM

Press the button below to complete an online application for an investment in the Artesian Green & Sustainable Bond Fund

INVESTOR PORTAL

Artesian Green & Sustainable Bond Fund investors can login to the investor portal to access transaction history and unit pricing

TERMS

Target Return: 

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The Fund aims to outperform the benchmark (Bloomberg AusBond Composite 0-5 Yr Index) net of fees through active management.

 

Note the target return is not a forecast. It is merely an indication of what the Fund aims to achieve over the medium term on the assumption that credit markets remain relatively stable throughout the investment timeframe. The Fund may not be successful in meeting the benchmark return. Returns are not guaranteed.

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Investment Management Fee:

 

0.30%

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Administration fee:

 

0.20%

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Minimum Investment:

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AUD $25,000

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Buy/Sell Spread:

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0.10% / 0.10%

AUD UNITS 
31 OCTOBER 2024

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RELATIVE PERFORMANCE

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PERFORMANCE REPORT
OCTOBER 2024

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TARGET
MARKET
DETERMINATION

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Product Disclosure Statement

Reference Guide

APPlication FORM

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NZ Product Disclosure Statement

NZ Reference Guide

NZ APPlication FORM

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TEAM

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Matthew Clunies-Ross

Partner

Melbourne

Matthew co-founded Artesian in 2004 and is the Chief Investment Officer. Matthew is based in Artesian's Melbourne office.

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Vicky Lay

Partner

New York

Vicky is a Partner, Head of Impact, & Director VCaaS. She is focused on accessing the financial & strategic returns of the innovation ecosystem.

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Christine Chang

Director, Fixed Income Operations

New York

Christine is Director of Operations, North America and based in New York. She focuses on Artesian’s US operational and regulatory matters.

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Mark Bytheway

Director, ESG Research

Melbourne

Mark is Director ESG Research and is responsible for ESG analysis and strategy integration across Artesian's debt funds.

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John McCartney

Partner

New York

John co-founded Artesian in 2004. He is responsible for Artesian's alternative investment management business in North America.

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Kurt Tan

Managing Director

New York

Kurt is responsible for fixed income analysis and portfolio management as well as carbon research and measurement for North America.

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Johny Tjheng

Director

Singapore

Johny is a Director and Portfolio Manager in Singapore. He has been with Artesian since March 2010 primarily covering APAC credits.

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Bushra Mumin

ESG & Credit Analyst

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Bushra joined Artesian in November 2024 with 5 years of experience in Australian credit markets.

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David Gallagher

Partner

Sydney

David joined Artesian in 2013 and is the PM of the Artesian Corporate Bond Fund & the Artesian Green & Sustainable Bond Fund.

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Nikolaos Koukiasas

Portfolio Manager

London

Nikolaos is an experienced multi-asset class portfolio manager and trader with over nineteen years of experience in fixed income.

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Gibson Goh

Credit Analyst

Singapore

Gibson is a credit analyst based in Singapore. He is responsible for credit and interest rate research/trading across Artesian’s credit funds.

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Rory MacIntyre

Director, Distribution

Sydney

Rory joined Artesian in September 2019 heads up the Australian retail distribution business.

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MORE INFORMATION

REQUEST MORE INFORMATION

Thanks for your interest!

 

The Zenith Investment Partners (ABN 27 103 132 672, AFS Licence 226872) (“Zenith”) rating (ETL3604AU (Artesian Corporate Bond Fund) and ETL8782AU (Artesian Green & Sustainable Bond Fund) assigned June 2024) referred to in this piece is limited to “General Advice” (s766B Corporations Act 2001) for Wholesale clients only.  This advice has been prepared without taking into account the objectives, financial situation or needs of any individual, including target markets of financial products, where applicable, and is subject to change at any time without prior notice.  It is not a specific recommendation to purchase, sell or hold the relevant product(s).  Investors should seek independent financial advice before making an investment decision and should consider the appropriateness of this advice in light of their own objectives, financial situation and needs.  Investors should obtain a copy of, and consider the PDS or offer document before making any decision and refer to the full Zenith Product Assessment available on the Zenith website.  Past performance is not an indication of future performance. Zenith usually charges the product issuer, fund manager or related party to conduct Product Assessments.  Full details regarding Zenith’s methodology, ratings definitions and regulatory compliance are available on our Product Assessments and at Fund Research Regulatory Guidelines

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