JAR Sustainable Income Fund

UCITS IV European High Yield Corporate Bonds - Social Responsibility Focus - Target Return: 6% p.a.
  • The fund offers investors the opportunity to invest in European High Yield Credit actively employing a socially responsible investment (SRI) strategy
  • It combines successful investment alongside the promotion of responsible behaviour at company level. Investments are selected on the basis of a rigorous fundamental analysis using quantitative and qualitative criteria
  • In addition, corporate behaviour is analysed using a specialist SRI rating agency and activist engagement company
  • The fund has an absolute return target. It is conservatively constructed focusing on earning an attractive interest yield and preserving capital
  • The fund only invests in corporate issuers in Europe and excludes sovereign bonds, real estate and banking related bonds and stressed or distressed issuers. The minimum rating is B/B-

Management

The fund is managed by a seasoned team with a proven record of European credit management as well as US and European structured credit investments

The team members have an average of over 20 years of credit investment experience

The principals have individually built up multi-billion investment management groups by producing consistently good results for institutional and private clients with previous companies

To date, the team members have a track record of no defaults