Trust Management - ESG International Bond Fund

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Defensive fund
Annual fees
0.38%
Returns after fees
2.45%

Research identified investments in companies of concern and positive outcome companies inside this fund

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Companies of Concern

6 companies within 4 concerns

1.58% of this fund is invested in these 6 companies of concern whose activities cause serious harm to people or the planet, as per the criteria in Mindful Money's methodology.

  • Animal Cruelty

    0.78% of fund

    • Unilever
      0.52%
    • Colgate-Palmolive Co.
      0.26%

  • Environmental Harm

    0.52% of fund

    • Unilever
      0.52%

  • Fossil Fuels

    0.17% of fund

    • Dominion Energy, Inc.
      0.13%
    • Delta Air Lines, Inc.
      0.04%

  • Human Rights Violations

    0.64% of fund

    • UBS
      0.37%
    • Nestlé
      0.27%
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Fund provider response

The Trust Management ESG International Bond Fund invests in Nuveen's Global Sustainable Bond Fund, providing diversified global investment grade fixed income exposure with integrated ESG and impact investing. Around 40% of the portfolio is invested in impact bonds, with proceeds funding projects such as affordable housing, renewable energy, community development, and natural resource protection. These bonds are selected for their measurable environmental or social outcomes and are exempt from the Fund's issuer screening criteria. Impact bonds are assessed based on the use of proceeds rather than the issuer's overall activities.

About this information

This data is compiled by Mindful Money from the fund information and portfolios that each Managed fund has filed with the Disclose register for 31st March 2026 and Mindful Money analysis of funds within those portfolios.

The categories of concern and positive outcomes are based on definitions used in Mindful Money’s Methodology. These definitions may be different from the exclusions policy and definitions applied by the fund provider.

Lists of companies of concern and positive outcome companies have been drawn from ratings agencies and public sources, including the Norwegian Sovereign Fund, NZ Super Fund, Sustainalytics and research organisations.

Please note that companies may breach more than one of these areas of concern or bring about more than one positive outcome.

Mindful Money uses the term Mindful Fund as our standard for ethical investment and responsible investment. This does not imply that other funds are unethical or that the fund providers that do not meet these standards are unethical providers.