Generation Afrmtv Glbl ImpBd

ALL0565AU

Generation Afrmtv Glbl ImpBd ALL0565AU Strategy

This fund focuses on investing mainly in global fixed income instruments determined to generate positive environmental or social impact, including green, social and sustainability bonds, but may use derivatives for exposure or risk management. The fund seeks financial returns with environmental and social impact. The SPECTRUM verification process screens issues and issuers for measurable impact. The manager also applies issuer-level exclusions for controversial activities and sectors. The fund aims to hedge currency exposure.
The investment objective & strategy is a summary of the investment's principal strategy as written in the prospectus. This information is pulled from the most recent product disclosure document.

Funds News & Analysis

funds

Listed Investment Companies monthly performance: July 2025

The Morningstar LIC monthly report provides a snapshot of ASX-listed LICs, and whether they are trading at a premium or a discount to their net tangible assets (NTA).
funds

KiwiSaver Survey | June Quarter 2025

KiwiSaver rises to almost NZD 130 billion.
funds

Listed Investment Companies monthly performance: June 2025

The Morningstar LIC monthly report provides a snapshot of ASX-listed LICs, and whether they are trading at a premium or a discount to their net tangible assets (NTA).

Morningstar Investment Ideas

Markets

Index
Last price
Change
% Change
All Ordinaries9,147.105.40-0.06%
CAC 407,896.9371.690.92%
DAX 4023,748.8650.710.21%
Dow JONES (US)45,883.4549.230.11%
FTSE 1009,277.036.26-0.07%
HKSE26,445.610.95-0.00%
NASDAQ22,348.75207.640.94%
Nikkei 22544,993.63225.510.50%
NZX 50 Index13,234.8926.580.20%
S&P 5006,615.2830.990.47%
S&P/ASX 2008,874.206.50-0.07%
SSE Composite Index3,857.632.87-0.07%

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