ADFIAnfield Dynamic Fixed Income ETF
ADFI Fund Description
ADFI is an actively-managed portfolio of fixed income ETFs which focuses on total return by utilizing broad flexibility to invest in different types of fixed income securities and sectors globally.
ADFI Factset Analytics Insight
ADFI is a fund-of-funds that considers potential exposure across all major sectors of the global debt markets. The actively-managed fund concentrates its holdings between 10-20 ETFs with exposure to a broad array of debt securities of any credit quality and maturities. Securities include government and agency securities, corporate bonds, private debt, convertible securities, bank loans, ABS and MBS, and cash-like instruments. Fund holdings are selected based on a top-down economic framework with an orientation to capital preservation. Sectors perceived to have attractive fundamentals are emphasized while maintaining risk diversification across multiple industries and companies. The fund may have significant exposure to non-US stocks, and may also invest in various types of derivatives. Originally, ADFI was supposed to be a tactical fund, but was repurposed prior to launch as a dynamic strategy.
ADFI MSCI ESG Analytics Insight
Anfield Dynamic Fixed Income ETF has an MSCI ESG Fund Rating of BBB based on a score of 6.03 out of 10. The MSCI ESG Fund Rating measures the resiliency of portfolios to long-term risks and opportunities arising from environmental, social, and governance factors. ESG Fund Ratings range from best (AAA) to worst (CCC). Highly rated funds consist of companies that tend to show strong and/or improving management of financially relevant environmental, social and governance issues. These companies may be more resilient to disruptions arising from ESG events.
The fund’s Peer Rank reflects the ranking of a fund’s MSCI ESG Fund Quality Score against the scores of other funds within the same peer group, as defined by the Thomson Reuters Lipper Global Classification. Anfield Dynamic Fixed Income ETF ranks in the 42nd percentile within its peer group and in the 50th percentile within the global universe of all funds covered by MSCI ESG Fund Ratings.
ADFI Summary Data
ADFI Portfolio Data
ADFI Index Data
ADFI Portfolio Management
ADFI Tax Exposures
ADFI Fund Structure
ADFI Factset Analytics Block Liquidity
This measurement shows how easy it is to trade a $1 million USD block of ADFI. ADFI is rated a N/A out of 5.