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


Investment Objective

The Fund is an actively managed, unleveraged, long only, socially responsible investment strategy that seeks to generate, without reference to any benchmark, favorable risk-adjusted returns over multiple market cycles by investing a diversified portfolio of global High Yield corporate bonds denominated in Hard Currencies and predominantly issued in the United States, EU markets or in other member countries of the OECD, with an average expected life to maturity of approximately five years or less, although the Investment Manager shall have discretion to vary the average expected life from time to time if warranted by market conditions. The investment process is rooted in fundamental analysis characterized by a “bottom-up” and “top-down” approach, complemented with the following components of socially responsible investing: ESG Integration (the explicit incorporation of ESG risks into traditional financial analysis), Negative Screening (the exclusion from the portfolio of sectors based on certain industry sectors based on environmental and social considerations), and Engagement (direct dialogue or collaborative efforts to influence and encourage investee companies with respect to transparency and disclosure, best practice in corporate governance, community involvement both locally and globally, and the management of financially material ESG risks).

Further details of the Sub-Fund’s Investment Objective and Policy, Risk Considerations, Investment Restrictions Specific to this Sub-Fund, Share Classes and other important information is contained in the SKY Harbor Global Funds Prospectus and KIIDs.

Please note that, as of November 30, 2020, the Short Maturity Sustainable High Yield Bond Fund was renamed Global Short Maturity Sustainable High Yield Fund following the approval of the new prospectus by the CSSF. Please contact your relationship managers at SKY Harbor Capital Management GmbH should you have any question or should you wish to receive additional information.

Launch Date:
December 27, 2018
Legal Form:
Luxembourg UCITS
Benchmark:
Not managed against a benchmark
Base Currency:
USD
Investment Manager:
SKY Harbor Capital Management, LLC
Custodian / Administrator:
J.P. Morgan Bank Luxembourg S.A.
Prospectus:
English, French
Annual Report (2020):
English
Semiannual Report (2021):
English
Prospectus for Swiss Investors:
English
Prospectus for Singapore Investors:
English
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:
May 2021
Impact Report:
Q2 2021
 
 
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 19 years of investment experience. Mr. Kinsley is responsible for portfolio management, research and trading processes. He is also a senior portfolio manager with specific responsibility for dedicated sustainable-focused short duration funds and benchmarked short duration mandates including the Short Maturity Sustainable High Yield Strategy. 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 Aug 2021 Danish, Dutch, French, German, Italian, Norwegian, Portuguese, Spanish, Swedish, Swiss English, Swiss German
Class A Capitalization CHF LU1841488205   Aug 2021 Danish, Dutch, French, German, Italian, Norwegian, Portuguese, Spanish, Swedish, Swiss English, Swiss German
Class A Distribution GBP Hedged LU1841489435 SKSADGH LX Aug 2021 Danish, Dutch, French, German, Italian, Norwegian, Portuguese, Spanish, Swedish, Swiss English, Swiss German
Class B Capitalization EUR Hedged LU1841489948 SKYSMBE LX Aug 2021 Danish, Dutch, French, German, Italian, Norwegian, Portuguese, Spanish, Swedish, Swiss English, Swiss German
Class C Capitalization EUR Hedged LU1841491506 SKYSMCH LX Aug 2021 Danish, Dutch, French, German, Italian, Norwegian, Portuguese, Spanish, Swedish, Swiss English, Swiss German
Class F Capitalization SEK Hedged LU1841493544 SKYSMFS LX Aug 2021 Danish, Dutch, French, German, Italian, Norwegian, Portuguese, Spanish, Swedish, Swiss English, Swiss German
Class F Distribution SEK Hedged LU1841494781 SKHYBFC LX Aug 2021 Danish, Dutch, French, German, Italian, Norwegian, Portuguese, Spanish, Swedish, Swiss English, Swiss German
Class X1 Capitalization USD LU1899110339 SKSX1CU LX Aug 2021 Danish, Dutch, French, German, Italian, Norwegian, Portuguese, Spanish, Swedish, Swiss English, Swiss German
Class X1 Capitalization EUR Hedged LU1899110412 SKX1CEH LX Aug 2021 Danish, Dutch, French, German, Italian, Norwegian, Portuguese, Spanish, Swedish, Swiss English, Swiss German
Class X1 Capitalization CHF Hedged LU1899110685 SKX1CCH LX Aug 2021 Danish, Dutch, French, German, Italian, Norwegian, Portuguese, Spanish, Swedish, Swiss English, Swiss German

For further information, contact: