• Evidential Sustainable Global Bond Fund

    A global bond fund that follows an evidence based investment philosophy to provide investors with exposure to international fixed income and money market securities.

  • Fund overview


    The Evidential Sustainable Global Bond Fund is designed to provide New Zealand investors with tax efficient, evidence based exposure to a broadly diversified portfolio of international fixed income and money market securities.

    The fund also takes into account environmental and sustainability impact as well as social considerations, whilst maintaining the objective to maximise the return of the portfolio.

    The fund is not managed with the objective of achieving a particular return relative to a benchmark index. However, the benchmark index against which fund returns will be reported in the quarterly fund updates for the fund is the Bloomberg Global Aggregate Bond Index hedged to the New Zealand dollar.

    • Key facts
      Asset class International Fixed Interest
      Annual fund charges 0.32%
      Buy/sell spread +0.10% on entry / -0.10% on exit
      Benchmark Bloomberg Global Aggregate Bond Index (hedged to NZD)
      Investment manager DFA Australia Limited (Dimensional)
  • Investment approach


    The fund offers investors highly diversified exposure to the global bond market. The exposure is provided by an investment in an underlying fund managed by DFA Australia Limited (Dimensional). For more than four decades, Dimensional and its affiliated entities have been combining rigorous academic research with practical experience to deliver evidence based investment solutions. Dimensional’s investment approach is grounded in economic theory and backed by decades of empirical research.

    Feature ESG Focused
    The first evidence based global bond PIE fund in New Zealand, with a sustainability overlay
    Feature Mid Risk
    Suitable for investors with a medium to high risk tolerance
    Feature Diversified
    Highly diversified exposure to the global bond market

  • Risk Indicator

    The risk indicator reflects how much the value of the fund’s assets goes up and down. A higher risk rating generally means higher potential returns over time, but more ups and downs along the way. This fund is suited to an investor with a medium to high tolerance to risk and a minimum timeframe of 3+ years.

    Lower risk

    Potentially lower returns

    1. 1
    2. 2
    3. 3
    4. 4
    5. 5
    6. 6
    7. 7

    Higher risk

    Potentially higher returns

  • Performance

    1 month

    3 months

    1 year

    3 years

    5 years

    Since inception (p.a)

    Evidential Sustainable
    Global Bond Fund

    -1.69%

    0.74%

    10.49%

    -

    -

    3.85%

    Benchmark returns

    -1.48%

    0.69%

    9.39%

    -

    -

    2.29%

    Returns are for the period ending 31 October 2024. Past performance is not a guarantee of future returns. Performance is calculated after fund management fees and before any applicable tax. Benchmark index returns do not include any fees or taxes. Performance figures have been annualised where the performance period is more than one year.

  • Resources
    Evidential Document Sustainability Report (1)

    Sustainability Report – 30 September 2024

    Evidential Document Fundupdate

    Fund Update – 30 September 2024

    F7cbcfb28ae27aeaef4bdc0ce43d0ce0f8a2436f

    Fact Sheet – 30 September 2024

    363 (3)
  • Invest with Evidential Investment Funds

    Evidential Sustainable Global Bond Fund is available for investment through a financial adviser using the Consilium Wrap platform. Speak to us if you would like to find out more about Evidential Investment Funds or the Consilium Wrap platform.

    Contact us
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