{"id":20558,"date":"2024-03-28T09:59:42","date_gmt":"2024-03-28T14:59:42","guid":{"rendered":"https:\/\/cbisonline.com\/eu\/?page_id=20558"},"modified":"2026-07-24T12:52:22","modified_gmt":"2026-07-24T17:52:22","slug":"cbis-ucits-funds","status":"publish","type":"page","link":"https:\/\/cbisonline.com\/eu\/catholic-responsible-investing\/cbis-ucits-funds\/","title":{"rendered":"CBIS UCITS Funds"},"content":{"rendered":"
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  • \n Catholic Responsible Investments<\/li>\n <\/ul>\n

    \n CBIS UCITS<\/span> Funds<\/H1>\n
    <\/div>\n <\/div>\n <\/div>\n <\/div>\n<\/section>\n\n\n\n
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    CBIS Global Funds<\/h2>\n\n\n\n

    CBIS Global funds are affiliated with MGI Funds Plc, an umbrella fund constituted as an investment company with variable capital under the laws of Ireland with segregated liability between Sub-Funds and authorized by the Central Bank of Ireland pursuant to the European Communities.<\/p>\n\n\n\n

    Each Fund invests in transferable securities and liquid financial assets in accordance with the UCITS Regulations. Each Fund invests in accordance with the principles of CBIS\u2019 Catholic Responsible Investments.<\/p>\n\n\n\n

    Please reach out to your relationship manager directly for holdings information and fact sheets.<\/strong><\/p>\n<\/div><\/section>\n\n\n\n

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    Catholic Responsible Investments Global Bond Fund<\/h2>\n\n\n\n
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    Objective <\/h3>\n\n\n\n

    Seeks to generate income and long-term growth of capital by providing exposure primarily to investment grade debt securities globally.<\/p>\n\n\n\n

    Investments<\/h3>\n\n\n\n

    Investment grade debt securities issued by companies or government and government-related issuers globally, including securitized debt and contingent convertible securities.<\/p>\n<\/div>\n\n\n\n

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    Strategy<\/h3>\n\n\n\n

    Seeks to generate returns through a combination of income and capital growth while also managing risks through diversification. Aims to provide access to a diversified set of investment approaches and return drivers, including amongst others: spread sectors, country allocation, bottom-up security selection, industry sector and region rotation and currency.<\/p>\n<\/div>\n\n\n\n

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    Benchmarks<\/h3>\n\n\n\n

    Bloomberg Global Aggregate Total Return Index<\/p>\n\n\n\n

    Managers<\/h3>\n\n\n\n
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    • Neuberger Berman Asset Management<\/li>\n\n\n\n
    • Wellington Management International Limited<\/li>\n<\/ul>\n<\/div>\n<\/div>\n\n\n\n

      Catholic Responsible Investments Global Equity Fund<\/h2>\n\n\n\n
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      Objective <\/h3>\n\n\n\n

      Seeks long-term capital appreciation through investment in equity securities globally.<\/p>\n\n\n\n

      Investments<\/h3>\n\n\n\n

      Equity securities globally, including small capitalization companies. May invest up to 30% in emerging markets securities.<\/p>\n<\/div>\n\n\n\n

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      Strategy<\/h3>\n\n\n\n

      Emphasizes diversification across companies in different regions and industry rectors, primarily in developed markets. May invest up to 30% in emerging markets securities.<\/p>\n\n\n\n

      Benchmarks<\/h3>\n\n\n\n

      MSCI All Country World Index (IMI) Net Tax Total Return Indexgate Total Return Index<\/p>\n<\/div>\n\n\n\n

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      Managers<\/h3>\n\n\n\n
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      • Acadian Asset Management LLC<\/li>\n\n\n\n
      • Brandes Investment Partners (Europe) Limited<\/li>\n\n\n\n
      • Grantham, Mayo, Van Otterloo & Co. LLC (GMO)<\/li>\n\n\n\n
      • GW&K Investment Management LLC<\/li>\n\n\n\n
      • Jennison Associates LLC<\/li>\n\n\n\n
      • Lazard Asset Management Limited<\/li>\n<\/ul>\n<\/div>\n<\/div>\n<\/div><\/section>\n\n\n\n
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        Fund Details<\/h2>\n\n\n\n
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        \n\t\t\tUse the form to populate fund information based on your jurisdiction and investor type. The table below will populate based on this information. Please contact your relationship manager for more information.