2 September 2025
For-Purpose Fixed Income Strategy
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Why we chose Nuveen


In today’s markets, fixed income doesn’t just have to be about yield - it’s about resilience, responsibility, and relevance. For purpose-driven investors, global bonds can play a critical role in achieving financial goals without compromising values.
The Strategic Role of Bonds:
Bonds remain a pillar of portfolio construction - offering stability, predictable income, and diversification against equity market volatility. But not all bonds are created equal.
Purpose-Led, Not Passive:
The Trust Management ESG International Bond Fund is a good option for organisations that want more than traditional returns. The Fund applies ESG screening, engagement, and ongoing stewardship — powered by Nuveen’s global expertise — to ensure portfolio holdings supports better long-term outcomes.
Why It Matters for Mission-Based Investors:
Faith-based groups, foundations, IWI, and charitable organisations face dual mandates: protect capital and live their values. This fund supports these objectives by allocating towards investments aligned with positive change, while excluding sectors that don’t meet our standards.
Conclusion:
For-purpose investing isn’t a niche. It’s the future of finance — and fixed income can lead the way. With the Trust Management ESG International Bond Fund, you don’t have to choose between purpose and performance. You can combine both.
Explore how our bond strategy could align with your investment principles.
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