Fonds d’obligations climatiques PIMCO (Canada)

Code du Fonds: PMO216

Mis à jour 16 septembre 2021

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  • VALEUR LIQUIDATIVE QUOTIDIENNE ($ CA)
    10.16
  • RENDEMENT DEPUIS LE DÉBUT DE L'ANNÉE
    -
  • ACTIF NET TOTAL ($ CA)
    15 MM
    (au 31-08-2021)
  • ACTIF NET TOTAL ($ CA)
    15 MM
    (au 31-08-2021)
  • CATÉGORIE
    Revenu Fixe
  • Date de création de la Catégorie
    26-02-2021
  • CATÉGORIE
    Fixed Income
  • Date de création de la Catégorie
    26-02-2021

Objectif

The Fund seeks optimal risk adjusted returns, consistent with prudent investment management, while giving consideration to long term climate-related risks and opportunities by primarily investing its assets in a diversified portfolio of Fixed Income Instruments of varying maturities.

Portefeuille principal

Multi-sector credit fixed income securities with a concentration on climate change solution providers

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Aperçu

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, Scott Mather and Samuel Mary collaborate with a large and experienced team across portfolio management, credit research, portfolio analytics and risk management.

INDICE DE RÉFÉRENCE

BBG Global Green Bond - CAD Hedged

FRÉQUENCE DE DISTRIBUTION

Trimestriellement avec intérêt comptabilisé quotidiennement

CATÉGORIE DE PARTS DATE DE CRÉATION

26-02-2021

Gestionnaires

Jelle Brons

Gestionnaire de portefeuilles

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Ketish Pothalingam

Gestionnaire de portefeuilles

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Scott A. Mather

CIO des stratégies américaines Core

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Samuel Mary

ESG Research Analyst

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Frais

Frais de gestion (%)1 0.75%
Ratio des frais de gestion (%)2 -

disclosures

1Les frais de gestion annuels servent à rémunérer les services de gestion de placement et d'administration générale du Fonds et s'entendent hors taxes.
2Management expense ratio is the total of the fund’s management fee and operating expenses for the stated period and is expressed as an annualized percentage of daily average net asset value during the period.

Documents

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Déclarations

CInvestir dans des fonds communs de placement peut donner lieu à des commissions, commissions de suivi, frais de gestion et à d'autres frais. Veuillez lire le prospectus avant d'investir. Les fonds communs de placement ne sont pas garantis, leur valeur change fréquemment et le rendement passé peut ne pas se reproduire.


Aucune offre n'est effectuée par les présentes. Les investisseurs intéressés sont invités à se procurer un exemplaire du prospectus auprès de leur conseiller financier.

All investments contain risk and may lose value. Investing in the bond market is subject to risks, including market, interest rate, issuer, credit, inflation risk, and liquidity risk. The value of most bonds and bond strategies are impacted by changes in interest rates. Bonds and bond strategies with longer durations tend to be more sensitive and volatile than those with shorter durations; bond prices generally fall as interest rates rise, and low interest rate environments increase this risk. Reductions in bond counterparty capacity may contribute to decreased market liquidity and increased price volatility. Bond investments may be worth more or less than the original cost when redeemed. Investing in foreign denominated and/or domiciled securities may involve heightened risk due to currency fluctuations, and economic and political risks, which may be enhanced in emerging markets. Mortgage and asset-backed securities may be sensitive to changes in interest rates, subject to early repayment risk, and their value may fluctuate in response to the market’s perception of issuer creditworthiness; while generally supported by some form of government or private guarantee there is no assurance that private guarantors will meet their obligations. High-yield, lower-rated, securities involve greater risk than higher-rated securities; portfolios that invest in them may be subject to greater levels of credit and liquidity risk than portfolios that do not. Equities may decline in value due to both real and perceived general market, economic and industry conditions. Derivatives may involve certain costs and risks, such as liquidity, interest rate, market, credit, management and the risk that a position could not be closed when most advantageous. Investing in derivatives could lose more than the amount invested. Diversification does not ensure against loss.

 

Socially responsible investing is qualitative and subjective by nature, and there is no guarantee that the criteria utilized, or judgment exercised, by PIMCO will reflect the beliefs or values of any one particular investor. Information regarding responsible practices is obtained through voluntary or third-party reporting, which may not be accurate or complete, and PIMCO is dependent on such information to evaluate a company’s commitment to, or implementation of, responsible practices. Socially responsible norms differ by region. There is no assurance that the socially responsible investing strategy and techniques employed will be successful. Past performance is not a guarantee or reliable indicator of future results.

Les produits et services offerts par PIMCO Canada pourraient n'être offerts que dans certaines provinces ou certains territoires du Canada et uniquement par l'intermédiaire de courtiers autorisés à cette fin.


Les présentes contiennent les opinions actuelles du gestionnaire, celles-ci pourraient changer sans préavis. Ce document a été distribué à des fins uniquement d’information et ne devrait pas être considéré comme un conseil de placement ni comme une recommandation à propos d’un titre, d’une stratégie ou d’une solution de placement en particulier.


Les fonds offrent habituellement différentes séries, chacune imposant ses propres frais (qui affectent éventuellement le rendement) et montants minimums d'investissement, moyennant des services différents.


PIMCO Canada a retenu PIMCO LLC comme sous-conseiller. PIMCO Canada demeurera responsable de toute perte qui provient de la défaillance de son sous-conseiller.

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