AMG GW&K Core Bond ESG Fund Class N (MBGVX)

Overview

The described company is a fund that primarily focuses on investing in bonds, dedicating at least 80% of its net assets, plus any borrowed funds for investment purposes, towards this asset class. The fund targets investments in bonds categorized as “investment grade,” a quality standard assessed by nationally recognized statistical rating organizations (NRSROs), including Moody’s Investors Service, Inc. (Moody’s) and S&P Global Ratings (S&P). This strategy underscores the fund's commitment to maintaining a portfolio of securities that are deemed to have a relatively low risk of default, aiming to provide investors with stable and secure returns over time.

Products and Services

• Investment Grade Bond Investments

  The fund specializes in purchasing bonds that have been awarded an “investment grade” rating by NRSROs, such as Moody’s or S&P. Investment grade bonds are considered to have a low risk of default, making them an attractive option for conservative investors seeking steady income with a moderate level of risk. This focus on quality bonds is a cornerstone of the fund's investment philosophy, reflecting its aim to achieve a balance between risk and return.

• Borrowings for Investment Purposes

  In addition to its net assets, the fund may also utilize borrowings to further its investment goals. This strategy allows the fund to leverage additional capital to potentially enhance returns on its bond investments. However, it also introduces an additional layer of risk, as borrowing to invest can amplify both gains and losses. This approach reflects the fund's proactive stance in pursuing opportunities to increase the value of its portfolio, while carefully managing the associated risks.