Investing in ethical bonds: aligning your portfolio with your values, June 2023

Bryn Jones has been managing the Rathbone Ethical Bond fund for nearly two decades and joins us in this video to tell us more about the ethical bond landscape today. As a Sterling Bond fund we focus on the UK market, in particular, why the portfolio has over two-thirds invested in banks and insurance - including the ethical profile of these companies.

Bryn tells us how he’s managing the risk associated with high interest rates, including the duration exposure of the fund. We wrap with an overview on how he ensures the sustainable nature of the holdings, including in-house resource Greenbank Investments and the fund’s positive and negative screening criteria.

Published on 07/06/2023 2:06pm