Investment Objective
The Record EM Sustainable Finance (EMSF) Fund invests in currencies of emerging and frontier markets and in bonds issued by development agencies, multilateral development banks and sovereigns. The strategy operates an impact strategy, whereby it aims to enable local currency lending to facilitate development and harness growth. The Fund provides an opportunity for investors to achieve total return through capital growth over a medium-term horizon whilst delivering positive social, environmental and development outcomes for local communities.
Performance
| JAN | FEB | MAR | APR | MAY | JUN | JUL | AUG | SEP | OCT | NOV | DEC | YTD | ||
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2024 | 0.1 | 0.4 | 0.2 | 0.2 | 0.7 | 0.2 | 0.1 | 0.0 | 0.8 | 0.8 | 0.2 | 0.7 | 0.3 | |
| 2023 | 0.5 | 0.7 | 0.3 | 0.8 | 0.3 | 0.3 | 0.7 | 0.2 | 0.6 | 0.3 | 0.4 | 0.6 | 0.1 |
