Global diversified credit

Source: Bloomberg, LGIM. Returns are since January 2002 and expressed in USD terms, to 30 September 2023

The value of any investment and any income taken from it is not guaranteed and can go down as well as up, and investors may get back less than the amount originally invested. The risks associated with each fund or investment strategy should be read and understood before making any investment decisions. Further information on the risks of investing is available from LGIM’s Fund Centres.

Due to the contractual nature of fixed income assets, it is generally easier to have higher conviction in their long-term returns, in comparison to other growth instruments, such as equities.

The longer time horizon of CDI portfolios also increases the focus on long-term prospects for companies, placing a heavy emphasis on responsible investment and sustainability considerations. This increases the importance of measuring the environmental, social and governance (ESG) impact of investment decisions, while aiming to minimise negative impacts and work with companies to encourage and develop positive practices that can help lead to more sustainable outcomes.

We place great emphasis on aligning our portfolios to the UN’s Sustainable Development Goals (‘SDGs’). Our Global Diversified Credit SDG strategy looks to achieve higher overall alignment to SDGs versus the benchmark.