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ESG Global Equity
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US Core Bond

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Green Century Balanced Fund
John Hancock ESG Large Cap Core Fund

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Strategies > Fixed Income Strategies > US Core Bond Strategy
Solution

US Core Bond Strategy

During portfolio construction, we develop a model portfolio, with a laddered approach, where we invest in issues across the duration spectrum in order to achieve our overall duration target. This may lead to differences in concentration at certain duration ranges depending on our target.

US Core Bond Strategy

Portfolio Characteristics
Types of Fixed-Income Investments
Portfolio Construction

Portfolio Characteristics

  • High Credit Quality
  • Intermediate Duration
  • Agency and municipal bonds selected in part based on positive aspects of funding provided: education, sanitation, clean energy, etc.
  • Proactively includes "Green Bond" exposure, including World Bank and IFC Green Bonds

Types of Fixed-Income Investments

  • Agency and municipal bonds are selected with positive aspects of funding provided: education, sanitation, clean energy*
  • Corporate bonds are selected based on the ESG profile of the issuing company. The portfolio typically holds bond until maturity or call, with less than 25% turnover per year
  • Structured notes at attractive Option Adjusted Spreads can be used to enhance yield and protect against rising rates

Portfolio Construction

  • Duration targets
  • Market sector targets
  • Credit quality goals
  • Maturity structure
  • Typical position range is between 5-10%
  • Max position size of 15%

* This is not an extensive list of the positive criteria analyzed during the research process.

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