Low Duration ESG Fund


Updated July 10, 2020


Seeks maximum total return, consistent with preservation of capital and prudent investment management

Primary Portfolio

Short- and intermediate-term fixed income securities with a concentration on socially conscious companies



Fund Overview

A conservative core bond investment designed to make an impact

Focused on shorter-term securities, the fund employs a core bond strategy incorporating PIMCO’s signature total return philosophy within a socially conscious framework; provides broad market exposure with lower sensitivity to interest rate movements; and proactively engages with issuers to achieve environmental-, social- and governance-related (ESG) objectives.

Why Invest In This Fund

Enhanced return and volatility profile

Focused on short- and intermediate-term fixed income securities with a concentration on socially conscious companies, the fund has a one- to three-year duration range, which typically offers a yield advantage over short-term bond funds. It also uses multiple value-added strategies in an effort to enhance returns and manage risk, an approach that has helped deliver solid results. Historically, the fund has provided steadier returns than intermediate- or long-term bond funds, although it may not generate the return potential of longer-term bonds..

Investing for sustainability and impact as well as returns

The fund seeks to encourage positive social change while using its time-tested investment process to deliver attractive long-term performance. PIMCO’s approach to sustainable investing integrates dedicated ESG research with a robust credit research process to identify relative value opportunities while optimizing the portfolio based on ESG-based criteria. This approach also seeks to actively engage with issuers with the goal of improving their ESG-related business practices.

Impressive long-term track record

Credit analysis and sector emphasis strategies have helped boost long-term returns and manage overall risk; the fund has delivered attractive returns since inception.

Our Expertise

The fund’s expert portfolio management team - ScottMather, CIO U.S. Core Strategies, Mike Amey, head ofPIMCO’s ESG strategies, and Jerome Schneider, headof the short-term and funding desk - is supported bythe full spectrum of PIMCO’s global resources and ourfour decades of active bond management experience.


ICE BofAML 1-3 Year U.S. Treasury Index


The ICE BofAML 1-3 Year U.S. Treasury Index is an unmanaged index comprised of U.S. Treasury securities, other than inflation-protection securities and STRIPS, with at least $1 billion in outstanding face value and a remaining term to final maturity of at least one year and less than three years. It is not possible to invest directly in an unmanaged index.


Monthly with Daily Accrual






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Jelle Brons began managing the fund on 1 April 2019.

Scott A. Mather

CIO U.S. Core Strategies

View Profil