BMO Responsible Sterling Bond

A fixed income fund that invest in corporate bonds selected after both a negative and positive screening.

The fund will invest in a basket of bonds selected from a universe of companies created by taking out companies with a negative impact (e.g. armaments, tobacco, human right abuses) but also utilising positive integration to allocate to companies impacting society and the environment positively (e.g. social housing, ethical employment, water infrastructure).

The fund manager is assisted by a well-resourced sustainability team who consistently review the suitability of the selected companies. In addition, we like the investment process from a financial perspective, which is led by an experienced manager. The process allows the team to invest across the credit spectrum, and adjust their interest rate exposure.