The sustainable bond fund FOS Focus Green Bonds gives conservative investors whose investemnt objective is to generate (invest) income access to the dynamically growing market for green bonds.
Investment strategy
The investment strategy comprises investments in bonds with a focus on green bonds in accordance with the recognized Green Bonds Principles (ICMA Green Bond Principles) as well as liquidity. At least 80% of the fund volume must always be held in green bonds.
As the fund's investment advisor, we aim to outperform the benchmark (50% corporate bonds, 25% government bonds and 25% covered bonds) by actively managing yield curve positioning and credit risk.
A strict sustainability approach combined with a focus on green bonds can also support the transformation of the economy in various areas such as renewable energy or the circular economy.
*Disclaimer Sustainability, May 2023
There is currently a lack of uniform criteria and a common market standard for the assessment and classification of financial services and financial products as sustainable. This can lead to different providers assessing the sustainability of financial services and financial products differently. In addition, there are various new regulations on ESG (Environment, Social and Corporate Governance) and Sustainable Finance, which need to be substantiated, and further draft regulations are currently being developed, which may lead to financial services and financial products currently designated as sustainable not meeting future legal requirements for qualification as sustainable.
For more information on FOS Focus Green Bonds see:
Unfortunately, our downloads are only available on the German language version.
Thank you for your interest.
