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Seeks maximum total return, consistent with preservation of capital and prudent investment management
Intermediate-term fixed income securities with a concentration on socially conscious companies
PIMCO’s Total Return family of funds has focused on maximizing total return potential while seeking capital preservation through prudent investment management. That emphasis has helped the fund deliver attractive returns through the ups and downs of bond market cycles since 1991. Total Return ESG, built on the Total Return foundation, uses environmental-, social-, and governance-related (ESG) criteria to choose securities that comprise the fund and to proactively engage with issuers to realize ESG-related objectives.
As a core bond holding, the fund aims to provide investors with maximum total return, consistent with preservation of capital by emphasizing higher quality, intermediate-term bonds and aims to avoid concentrated risk exposure by investing in a diversified portfolio of fixed income securities.
The fund focuses on the securities of issuers whose environment, social responsibility, and governance (ESG) business practices align with PIMCO’s ESG investment strategy. We use our own proprietary analysis of ESG issues and may also reference standards established by the UN. We also seek to actively engage with issuers with the goal of improving their ESG-related business practices.
The fund has navigated varying market and interest rate environments since its inception in 1991 and benefits from PIMCO’s 50+ years of active fixed income management experience.
Employing a time-tested investment process, PIMCO’s core bond portfolios seek diversification and help to provide resiliency when it’s needed most – during periods of equity drawdowns and market stress. The fund is supported by the full spectrum of PIMCO’s global resources and decades of active bond management experience.
Bloomberg U.S. Aggregate Index
Bloomberg U.S. Aggregate Index represents securities that are SEC-registered, taxable, and dollar denominated. The index covers the U.S. investment grade fixed rate bond market, with index components for government and corporate securities, mortgage pass-through securities, and asset-backed securities. These major sectors are subdivided into more specific indices that are calculated and reported on a regular basis. It is not possible to invest directly in an unmanaged index.
Monthly with Daily Accrual
CIO Global Credit
CIO Portfolio Implementation
Portfolio Manager, Multi-Sector
Portfolio Manager, Global and U.S. Investment Grade Credit
All data as of unless otherwise stated
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PIMCO Total Return ESG Fund is a diversified portfolio of high-quality bonds that is actively managed to maximize return in a risk-controlled framework while focusing on environmental-, social-, and governance oriented (ESG) principles. Please see the Fund’s prospectus for more detailed information related to its investment objectives, investment strategies and approach to ESG.
The Fund considers ESG factors to choose securities that comprise the fund and to proactively engage with issuers to realize ESG-objectives. Environmental (“E”) factors can include matters such as climate change, pollution, waste, and how an issuer protects and/or conserves natural resources. Social (“S”) factors can include how an issuer manages its relationships with individuals, such as its employees, shareholders, customers and its community. Governance (“G”) factors can include how an issuer operates, such as its leadership, pay and incentive structures, internal controls, and the rights of equity and debt holders