The SRI Bonds and Green Bonds portfolio has been designed with short maturities, less than 2 years, to reduce their volatility and downside risks.
*The published Yield is the current average yield (at maturity) of the money market and bond funds that make up the portfolio weighted by their weight and discounting all the commissions borne by the portfolio, the TER of the funds (0.34% average) , the average management fee (0.35%) and the maximum custody (0.105%).
The Yield is therefore not guaranteed. The profitability that the portfolio actually obtains will be different since the value of the funds may vary depending on the evolution of interest rates and credit risk premiums.
If you want to know the expected returns of a portfolio of SRI Bonds and Green Bonds, we recommend you visit our historical returns page.
These returns are the 0/10 profile of a portfolio of SRI Index Funds.
Important note: past performance is not a guarantee of future performance. Long-term financial markets generally have a natural upward trend while they can be very volatile in the short term.
Some data combines real historical data and data from a backtest. Likewise, in the case of this portfolio it has undergone a complete redesign as of 9/1/2023.