Fund Overview
A global leader in ESG fixed income investing
PIMCO Climate Bond Fund seeks to be a global climate action leader in fixed income, giving special investment consideration to long-term climate risks and opportunities, consistent with prudent investment management, while seeking optimal risk-adjusted returns.
Why Invest In This Fund
Seeks to directly mitigate first-order climate risks
Addressing climate change has become a first-order issue for many business leaders and policy makers globally as risks and realities mount, and public engagement grows. The fund seeks to address this challenge by investing in efforts to mitigate climate risks today while raising up the providers of long-term climate solutions of tomorrow.
Ability and access to drive solutions
The fund seeks to deliver optimal risk-adjusted returns while supporting positive climate change solutions. The fund aims to do this by accessing a diversified portfolio of multi-sector global bonds from issuers of labeled and unlabeled green bonds, as well as companies demonstrating climate change leadership across the value chain.
Positioned for positive change
PIMCO is well-positioned to influence and support positive climate change solutions. The firm’s expansive reach in fixed income markets due to its size, scope of expertise and ability to engage issuers has made it an impactful participant, which has helped guide companies and move the market toward meaningful climate change solutions.
Our Expertise
The fund’s four veteran portfolio managers Jelle Brons, Ketish Pothalingam, Grover Burthey and Samuel Mary collaborate with a large and experienced team across portfolio management, credit research, portfolio analytics and risk management.
PRIMARY BENCHMARK
Bloomberg MSCI Global Green Bond Index (CAD Hedged)
PRIMARY BENCHMARK DESCRIPTION
The Bloomberg MSCI Global Green Bond Index (CAD Hedged) offers investors an objective and robust measure of the global market for fixed income securities issued to fund projects with direct environmental benefits. An independent research driven methodology is used to evaluate index-eligible green bonds to ensure they adhere to established Green Bond Principles and to classify bonds by their environmental use of proceeds. It is not possible to invest directly in an unmanaged index.
DISTRIBUTION FREQUENCY
Quarterly with Daily Accrual
SERIES INCEPTION
26-02-2021