Overview

Fund Managers

Miles Cohen & Nick Freeman

Miles Cohen is CEO & Co-Founder of Green Ash Partners. Miles is directly responsible for the management of the firm and is a key member on the investment committee. Miles has extensive portfolio management expertise at Green Ash, running discretionary funds and managed accounts for the firm’s clients. Miles has over two decades of experience in structured and vanilla credit and equity markets. Prior to establishing Green Ash, Miles was a portfolio manager and senior capital markets adviser at Goldman Sachs and Merrill Lynch in London. Miles has a BA Hons degree in Industrial Economics from Nottingham University and is married with two children.

Nick Freeman is CIO and Co-founder of Green Ash Partners. Nick is responsible for the firm’s investment strategy as well as the portfolio manager and a member of the investment committee. Nick has twenty years of experience in liquid capital markets, with a focus on global credit. Prior to founding Green Ash, Nick was a portfolio manager and senior capital markets adviser at Goldman Sachs in London. Nick was educated at University College London where he received a BSc Hons degree in Information Management. He lives in London with his wife and three children.

Fund Information

Investment Objective

The investment objective is to provide stable returns whilst preserving capital, minimising drawdown risk and maintaining daily liquidity at all times. The fund provides exposure to a portfolio of balanced, liquid, global investment grade and high yield bonds with an average portfolio duration below 2.5 years and an average rating of no lower than BBB-. The strategy focuses on companies with superior ESG standards.

Price reporting

As well as on this site, prices are published daily on Bloomberg and by other third party data providers.

Investment Manager

Green Ash Partners LLP, Authorised and Regulated by the Financial Conduct Authority.

Accounts date

Financial year-end 31st December.

Administrator

Credit Suisse Luxembourg

Depositary

Credit Suisse Luxembourg

Auditors

PWC

PEPs / ISAs

Accepted – excluding Mini ISAs.

Key Details

Fund Manager

Miles Cohen and Nick Freeman

Fund inception

12-Jun-20

Strategy

The fund invests in global investment grade and high yield bonds that demonstrate ‘best in class’ environmental, social, and governance (ESG) criteria. Holdings have a maximum maturity and duration of 5 and 2.5 years respectively, and the portfolio has a minimum average credit rating of BBB-.

Liquidity

Daily

Structure

UCITS

Domicile

Luxembourg

Base currency

USD

Region focus

Global

Share classes

USD, EUR, CHF

MorningStar Rating

* * * *

Citywire Manager Rating

A