Indosuez Wealth Management has announced the launch of Indosuez Funds – Chronos Green Bonds 2028, writing that this is the first SFDR bond fund in the Indosuez range to be classified as Article 9.
The firm says that the fund makes it possible to invest in green bonds in companies running projects having a positive impact on the environment (e.g. renewable energy, green buildings, clean transport).
Against a backdrop of a booming green bond market, the firm writes that the Indosuez Funds – Chronos Green Bonds 2028 offers an attractive and responsible investment opportunity.
Offered to investors with a conservative risk profile, Indosuez Funds – Chronos Green Bonds 2028 is a fixed-maturity fund that offers visibility on the potential performance that will be delivered at maturity. It thus ensures returns while promising a moderate risk.
The Indosuez Funds – Chronos Green Bonds 2028 fund comprises around 60 securities, from different sectors and geographical areas, offering a wide range of investments and a good distribution of risk.
Indosuez Funds – Chronos Green Bonds 2028 only finances companies that commit to carrying out projects that relate to the United Nations Sustainable Development Goals. The portfolio is made up of securities meeting the ICMA Green Bond Principles international standard.
This portfolio is built in conjunction with credit analysts and ESG analysts from Indosuez Wealth Management. The companies financed by the fund are selected by Indosuez Wealth Management’s bond management team, on the basis of a fundamental analysis and their ESG quality. The fund is managed by Indosuez Wealth Management’s bond management team based in Paris. This team is in charge of managing various bond issues totalling EUR1.4 billion under management.
The objectives of companies financed by Indosuez Funds – Chronos Green Bonds 2028 are monitored by independent, external rating companies and non-profits, ensuring projects are conducted appropriately, the firm explains.
Alexandre Drabowicz, Chief Investment Officer of Indosuez Wealth Management, says: “We are innovating by offering our private clients the opportunity to take advantage of attractive rates in the bond markets, while investing in sustainable bonds in our first Article 9 maturity fund. The green bond market has grown considerably in recent years. Originally intended for institutional investors, it is now open to private investors. This is consistent with our wish to support the financing of the energy transition and our clients’ growing wish to contribute through appropriate solutions.”
