SKY Harbor Global Funds - Short Maturity Sustainable High Yield Bond Fund


Investment Objective

The Fund’s diversified portfolio will be constructed with a focus on current income, preservation of principal and low volatility as well attention to values-based environmental, social and governance (“ESG”) factors aimed at minimizing environmental degradation and controversial activities and promoting diversity, transparency and sustainability leadership.

Through investing primarily in US dollar-denominated, below-investment-grade corporate bonds, the Fund aims to be compared with the ICE BofAML 1-5 Year BB-B US Cash Pay High Yield Constrained Index (“JVC4”) over a full market cycle while implementing critical fundamental and ESG-related criteria.

A variety of hedged currency share classes are available for investors desiring non-USD denominated shares. See the Prospectus and KIIDs for further details.

Launch Date:
December 27, 2018
Legal Form:
Luxembourg UCITS
Benchmark:
ICE BofAML 1-5 Year BB-B US Cash Pay High Yield Constrained Index
Base Currency:
USD
Investment Manager:
SKY Harbor Capital Management, LLC
Custodian / Administrator:
J.P. Morgan Bank Luxembourg S.A.
Prospectus:
English, French
Annual Report:
Pending
Semiannual Report (2018):
Pending
Prospectus for Swiss Investors:
German, English Pending
Annual Report for Swiss Investors (2017):
Pending
Semiannual Report for Swiss Investors (2018):
Pending
To Invest:
Account Opening Form, Subsequent Dealing Form, Common Reporting Standard Entity Self-Certification Form, Common Reporting Standard Controlling Persons Self-Certification Form
Monthly Commentary:
Pending
 
 
Lead Portfolio Manager:
David W. Kinsley, CFA

David Kinsley, CFA, is Head of Investing at SKY Harbor Capital Management, LLC, and a senior portfolio manager with 17 years of investment experience. Mr. Kinsley is responsible for investment processes and strategic initiatives, and is a Short Duration High Yield portfolio manager with a focus on uniquely constrained mandates and funds. He was previously Co-Head of US Investing at AXA Investment Managers and lead portfolio manager for Custom Credit Strategies. His prior experience includes co-founder and CFO of BookCentral International, and analyst in the Consumer Retail group at Lehman Brothers. He holds a BA from Williams College and is a CFA charterholder.

Available Share Classes ISIN Bloomberg Ticker Factsheet KIID KIID Translations
Class A Capitalization USD LU1841488031 SKYSMAU LX N/A Danish, Dutch, French, German, Italian, Norwegian, Portuguese, Spanish, Swedish, Swiss English, Swiss German
Class A Distribution GBP Hedged LU1841489435 SKSADGH LX N/A Danish, Dutch, French, German, Italian, Norwegian, Portuguese, Spanish, Swedish, Swiss English, Swiss German
Class X1 Capitalization USD LU1899110339 SKSX1CU LX N/A Danish, Dutch, French, German, Italian, Norwegian, Portuguese, Spanish, Swedish, Swiss English, Swiss German
Class X1 Capitalization EUR Hedged LU1899110412 SKX1CEH LX N/A Danish, Dutch, French, German, Italian, Norwegian, Portuguese, Spanish, Swedish, Swiss English, Swiss German
Class X1 Capitalization CHF Hedged LU1899110685 SKX1CCH LX N/A Danish, Dutch, French, German, Italian, Norwegian, Portuguese, Spanish, Swedish, Swiss English, Swiss German

For further information, contact: