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Calvert Green Bond Fund;I

Ranked 5 out of 14 in Corporate Debt A Rated over 36 months

All calculations are in USD unless stated

The Fund seeks to maximize income, to the extent consistent with preservation of capital, through investment in bonds, with a focus on opportunities related to climate change and other environmental issues. The Fund invests at least 65% of its net assets in investment grade, US dollar-denominated debt securities.

sector performance

Corporate Debt A Rated
Rank Fund Name Currency Risk
1 Ave Maria Bond Fund USD 1.9
2 Pioneer Bond Fund;A USD 2.0
3 Calvert Green Bond Fund;I USD 2.4
4 Wilmington Broad Market Bond Fund;Inst USD 2.9
5 Ivy Advantus Bond Fund;A USD 2.9
Rank Fund Name Currency Loss
1 Ave Maria Bond Fund USD -1.6%
2 Pioneer Bond Fund;A USD -1.8%
3 Calvert Green Bond Fund;I USD -2.0%
4 Ivy Advantus Bond Fund;A USD -2.8%
5 USAA Income Fund;Fund USD -3.2%
View full league table

Total Return

Month by Month Performance

Quarterly Performance

to 30/06/2017 Annual Q1 Q2 Q3 Q4
2017 1.1% 1.2%
2016 4.1% 2.7% 2.2% 1.1% -1.9%
2015 0.3% 1.8% -1.8% 0.8% -0.5%
2014 5.3% 1.6% 1.6% 0.4% 1.7%

Returns Vs Risk

Performance is for the period shown (month end to month end, bid/bid, gross income reinvested, calculated in USD).

Registered For Sale In

  1. United States

Fund Info

  • Launch date31/10/2013
  • Share Class size23Mn
  • Base currencyUSD
  • ISINUS13161P7143

Purchase Info

  • Min. initial investment1Mn
  • Min. regular additional investment0

Charges

  • Annual management0.14%