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CBIS Global launches two funds

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CBIS Global, a division of Christian Brothers Investment Services, has launched two funds: CBIS Global Bond Fund and CBIS Global European Equity Fund.

In keeping with CBIS Global’s commitment to investing ethically and competitively, the funds will adhere to the principles of socially responsible investing while pursuing their broader investment objectives.
   
"Our mission at CBIS Global is to help Catholic institutions and like-minded organisations and individuals achieve their financial goals through a diversified offering of institutional investment strategies, while maintaining an ethical and socially responsible approach toward the management of assets," says Br. Louis DeThomasis, president, CBIS Global. "Using disciplined strategies, we strive to deliver competitive returns in a manner that is consistent with our clients’ missions and values."

The Global Bond Fund’s investment objective is to seek to achieve sustainable income and modest capital appreciation through investment primarily in investment grade debt securities, which may be sovereign, supranational, corporate, mortgage or securitized debt securities.

The securities may be denominated in any currency and may have short- or long-dated maturities. Up to ten per cent of the fund’s net asset value may be invested in securities that are not investment grade. The fund’s sub-investment manager is Schroder Investment Management.

The European Equity Fund’s investment objective is to seek to achieve capital appreciation through investment generally in the equity securities of European issuers with a market capitalization greater than EUR65m. The issuers will be established in a European country or derive a substantial proportion of their income from activities in a European country.

CBIS Global will use the new Stoxx Europe Christian Index, developed in collaboration between CBIS and Stoxx, to track the performance of companies that do not violate Christian values, as one of the fund’s benchmarks. The fund’s sub-investment manager is Degroof Fund Management.

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