Brown Advisory Sustainable Bond (BASBX) Fund Profile

Brown Advisory Launches Sustainable Bond Fund

Q&A Interview with BASBX Manager Tom Graff and ESG Analyst Amy Hauter

Objective

The Brown Advisory Sustainable Bond Fund (the "Fund") seeks to provide a competitive total return consistent with preservation of principal while giving special consideration to certain environmental, social and governance (ESG) criteria.

Strategy

Under normal conditions, Brown Advisory LLC (the "Adviser") seeks to achieve the Fund's investment objective by investing at least 80% of the value of its net assets (plus borrowings for investment purposes) in fixed income securities of issuers that satisfy the Fund's ESG criteria.

To learn more, read about the Sustainable Core Fixed Income Strategy by clicking here.

Profile

The Fund invests in corporate, municipal, mortgage-backed and asset-backed fixed income securities that are issued as “Green Bonds” or that otherwise meet the Fund’s ESG criteria. Additionally, the Fund also invests in securities issued by the U.S. Government and foreign government entities that are both dollar-and non-dollar-denominated. Under normal circumstances, the Fund’s portfolio will seek to have an average dollar weighted maturity between six and eleven years and an average duration of three to seven years. Duration is a measurement of a fixed income security’s price sensitivity to interest rate changes.

 

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*The minimum investment requirements are waived for qualified retirement plans under Section 401(a) of the Internal Revenue Code ("IRC"), and plans operating consistent with 403(a), 403(b), 408, 408(A), 457, 501(c) and 223(d) of the IRC.

*The contractual waivers and expense reimbursements may be changed or eliminated at any time by the Board of Trustees, on behalf of the Fund, upon 60 days written notice to the Adviser. The contractual waivers and expense reimbursements may not be terminated by the Adviser without the consent of the Board of Trustees. The contractual waivers will remain in effect until October 31, 2018.

Fund holdings and sector allocations are subject to change and should not be considered a recommendation to buy or sell any security.

Click here for index and financial term definitions.

 

 

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