sustainable enhanced bonds

fossil fuel-free investment solution combining a sustainable fixed-income “core” portfolio and a low-volatility hedging strategy

objective

Track and outperform the FTSE Canada Universe Bond Index by 5% per year.

types of investment

  • government bonds
  • corporate bonds
  • asset back securities
  • commercial paper
  • bond funds
  • liquid futures

risk management

  • decorrelated hedging strategy
  • mitigation of bond weaknesses (high inflation, rate hikes, widening credit spreads)

ESG

  • exclusion of fossil fuels
  • negative screening of industries
  • positive screening of securities
  • ESG data from external sources

asset class

Canadian fixed income + mixed hedging

reason to invest

very high added value relative to the Canadian bond market and sustainable investment approach

liquidity

daily

characteristics

sus_enhan_bonds_ENG_W_mandate
sus_enhan_bonds_ENG_W_value added objective
sus_enhan_bonds_ENG_W_risk
sus_enhan_bonds_ENG_W_geography
sus_enhan_bonds_ENG_W_minimum invetment
sus_enhan_bonds_ENG_W_fossil fuels
sus_enhan_bonds_ENG_W_duration
sus_enhan_bonds_ENG_W_derivatives

portfolio Manager(s)

GABRIEL

Gabriel Cefaloni

chief investment officer

MATHIEU

Mathieu Poulin-Brière

partner, systematic overlays

availability

minimum investment

fundserv code

seg account

$20 M

n.a.

fund

$1,000

Class F: LDM201
Class I: LDM203

Are you ready to invest? Contact us to discuss your options.

alternatif

alternative

maximize your decorrelated absolute return

actions

equities

combine growth and capital protection