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    BMO Responsible Euro Corporate Bond Fund Copy

    In Short

    NameBMO Responsible Euro Corporate Bond Fund
    Asset ClassFixed Income
    GeographyEurope
    Theme/Sub-classSRI / Income
    NordSIP CategoryActive SRI
    Fund ProfileAvailable here
    HållbarhetsprofilenNA
    Morningstar5 globes
    Available here
    StructureLuxembourg UCITS
    ISINLU1756724511
    AvailabilityRegistered for investment in Sweden, Norway and Finland
    ManagerRebecca Seabrook, Andrew Brown

    Strategy description

    Managed actively on a bottom-up basis and coupled with engagement efforts, the Fund aims to maximise returns through investment primarily in fixed interest securities of an ethically screened, diversified list of companies.

    SRI Highlights

    • Through its ‘invest, avoid, improve’-approach, the fund has a focus on quality, growth companies that are demonstrating a clear commitment to sustainability and positive contributions to society
    • Engagement is an integral part of our investment philosophy and progress is reported on in a structured manner
    • Producing compelling and periodic content for clients and the public on active ownership activities, impact and topical ESG issues.

     

     

     

     

    Exclusions

    International Norms: companies whose activities clearly infringe international agreements and which are complicit in human rights abuses (following the UN guiding principles and OECD guidelines).

    Fossil fuel / Thermal coal: companies that derive over 10% of their revenues from the extraction of thermal coal, oil and gas companies whose production derived from oil sands is 1% or more of total production and extractives companies undertaking exploration and production activities in sensitive areas.

    All Weapons including Anti-personnel mines, Cluster munitions, Nuclear, Biological & Chemical Weapons

    Tobacco: companies that derive any turnover from the manufacture of tobacco products or derive 10% or more of turnover from the sale of tobacco products.

    Gambling: companies whose core business is gambling, such as casinos or derive 10% or more of their total revenues from gambling, such as hotels or restaurants.

    Pornography: companies involved in the production or distribution of pornographic materials or retailers that derive more than 3% of turnover from the sale of such material.

    Alcohol: companies that derive any turnover from the production of alcoholic beverages, that derive over 33% of turnover from selling alcohol or derive over 10% from bottling, wholesale or sale.