CT (Lux) Responsible Euro Corporate Bond I Dis EUR

The Fund aims to achieve an above average return over the long term. The Fund invests only in assets which meet its predefined responsible screening criteria. The Fund seeks to achieve this by investing mainly in investment grade, BBB- or higher (rated by Standard & Poor's or another recognised credit rating agency), debt securities (which are similar to a loan and pay a fixed or variable interest rate) issued by companies, including asset backed and contingent convertible securities. The Fund may invest up to 15% in sub-investment grade debt securities, those rated BB+ or lower, and up to 10% each in asset backed securities and contingent convertible bonds. The Fund is permitted to deal in derivatives (derivatives are sophisticated investment instruments linked to the rise and fall of the value of other assets) for hedging and efficient portfolio management purposes. With regard to the Fund's screening criteria, the Fund will invest in companies that demonstrate responsible business practices; avoid investments in companies with activities that harm society or the environment; and use its influence as an investor to encourage companies to improve their management practices through engagement. The Fund is actively managed in reference to the Bloomberg Euro Aggregate Corporate TR Index. The index is broadly representative of the securities in which the Fund invests, and provides a suitable comparator benchmark against which Fund performance will be measured and evaluated over time. The fund manager has discretion to select investments with weightings different to the index, and that are not in the index, and the Fund may display significant divergence from the index.

PIR compliant

No

PEA compliant

No

PEA-PME compliant

No