Fisher Investments Institutional Group ESG Fixed Income Fund for Retirement Plans (QDVBX)

Overview

The fund is focused on achieving its investment objectives by creating a diversified portfolio that primarily consists of fixed income and fixed income-related securities. A significant aspect of the fund's strategy involves committing at least 80% of its assets towards bonds and other similar instruments. These investments are either in line with the fund’s environmental, social, and governance (ESG) criteria at the time of investment or are issued by non-corporate entities, hence not subjected to these ESG guidelines. This approach underscores the fund's commitment to integrating responsible investment practices with the goal of generating sustainable, long-term returns for its investors.

Products and Services

• Fixed Income and Fixed Income-Related Securities

This category includes a broad range of bonds and securities designed to provide investors with regular income. These are suitable for individuals looking for stable investment options with lesser risk compared to equities. By focusing on fixed income securities, the fund aims to deliver consistent returns, capital preservation, and a degree of income stability in various market conditions.

• ESG Integrated Investments

Investments following the Environmental, Social, and Governance (ESG) criteria form a critical part of the fund’s strategy. These investments are selected based on a thorough analysis that goes beyond traditional financial metrics to include considerations related to environmental stewardship, social responsibility, and governance practices. This approach aims to identify securities that are not only positioned for strong financial performance but also have a positive impact on society and the environment.

• Non-Corporate Issuer Securities

Understanding the importance of diversity in a portfolio, the fund also invests in securities issued by non-corporate issuers. These investments might include government bonds or securities from municipalities and other entities. While these securities might not be subject to the fund’s ESG criteria due to their nature, they are considered for their potential to contribute to the overall investment objective of portfolio diversification and risk management.