Investment Grade Corporate Bonds SRI
The Investment Grade Corporate Bonds SRI strategy invests in a portfolio of investment grade bonds with a focus on sustainability. It utilizes the same investment process as the Investment Grade Corporate Bonds Strategy, but do not invest in companies with challenges relating to environmental, social or governmental issues. The strategy is managed by our experienced team of portfolio managers and aims to generate a long-term return matching or exceeding the developments in the markets for investment grade bonds.
No fossil fuels
The strategy do not invest in companies that conduct exploration, extraction or refinery of fossil fuels unless such activities account for less than 5% of the company's revenue. Nor do the strategies invest in utility companies of which more than 5% of production is based on fossil fuels. Likewise, no investments are made in companies whose primary activity is the delivery of equipment or services to companies involved in fossil fuels where fossil fuels account for more than 50% of their revenue.
Jyske Capital cooperates with GES International, which is one of the leading international service providers within social responsible investments. GES International conducts systematic screenings of companies on the basis of international conventions and guidelines including UN Global Compact, the United Nations Principle for Responsible Investing (UNPRI), the Ottawa Treaty and The Convention on Cluster Munitions (CCM). GES International also acts as our sparring partner in specific cases.
The GES Controversial screening ensures that the Investment Grade Corporate Bonds SRI Strategy do not invest in companies that produce or distribute weapons, alcohol, tobacco, gambling or adult entertainment unless such activities account for less than 5% of the company's revenue.