Allianz Green Bond
Fixed income securities with additional “Green” value
A green bond is like any other regular bond with the difference that the money raised by the issuer is destined to finance `green’ projects, i.e. assets or business activities that are environmentally friendly. Green bonds can finance projects in the areas of e.g. renewable energy, Green House Gas emissions reduction, energy efficiency systems & infrastructures, sustainable land use and waste management, biodiversity conservation or clean transportation, clean water etc.
Green Bonds trade in line with standard bonds and provide environmental benefits by dedicating in a transparent way their use of proceeds to projects contributing positively to the fight against climate change.
The Green Bond market celebrated its 10th anniversary in 2017.
Fund overview
The Allianz Green Bond Fund provides a unique opportunity to gain global exposure in green bonds. The Fund is well diversified and invests globally in order to benefit from various geographic opportunities to generate returns. The quality of selected Green Bonds is assessed through a strict process combining an analysis of the Green and financial features of the bond.
3 Reasons to invest
- A focus on corporate issuers within the Green Bond universe in order to encourage the private sector to engage in the energy transition process.
- The green bond analysis is embedded within the portfolio management team.
- Multiple sources of added value with an active management style.
Opportunities
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Risks
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Investment approach
The Fund is a global investment grade strategy with a maximum of 5 % in high yield bonds. The strategy has an aggregate profile with a focus on corporates and uses a multi-currency approach (hedged in euro).It is the process by which targets, policies and/or strategies are set by different stakeholders in order to structurally and radically reduce energy consumption and limit greenhouse gas emissions from production means, and ultimately achieve a low-carbon economy.
The Fund invests at least 85% of its assets in green bonds and has a diversification possibility of maximum 15% on non-green issuers with a high environmental rating in order to increase sector / instrument diversification while keeping a strong green focus.
The Fund follows a fundamental and active investment approach. Our investment philosophy is to mobilize capital to finance the energy and climate transition. By using the green bond market segment, the Fund favors the reallocation of investments through a lower carbon-intensive economy which is an important challenge for the fight against climate change. With the Allianz Green Bond Fund investors could co-finance a sustainable future through our impact strategy that aims to generate societal alpha.
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Further information
1) The Morningstar Sustainability RatingTM is a measure of how well the holdings in a portfolio are managing their environmental, social, and governance, or ESG, risks and opportunities relative to their Morningstar Category peers. As of 30 June 2018 the strategies were rated 5 globes meaning that the funds stand within the top 10% within its Morningstar category in terms of Sustainability. Its Sustainability score even placed it within the top 5% of its Morningstar category.
Investing involves risk. The value of an investment and the income from it may fall as well as rise and investors might not get back the full amount invested. Allianz Climate Transition is a sub-fund of Allianz Global Investors Fund SICAV, an open-ended investment company with variable share capital organised under the laws of Luxembourg. The value of the units/shares which belong to the Unit/Share Classes of the Sub-Fund that are denominated in the base currency may be subject to a strongly increased volatility. The volatility of other Unit/Share Classes may be different. Past performance is not a reliable indicator of future results. Investment funds may not be available for sale in all jurisdictions or to certain categories of investors. This communication has not been prepared in accordance with legal requirements designed to ensure the impartiality of investment (strategy) recommendations and is not subject to any prohibition on dealing before publication of such recommendations.
For a free copy of the sales prospectus, incorporation documents, daily fund prices, key investor information, latest annual and semi-annual financial reports, contact the issuer at the address indicated below or www.allianzgi-regulatory.eu. Austrian investors may also contact the Austrian information agent Allianz Investmentbank AG, Hietzinger Kai 101-105, A-1130 Vienna. Please read these documents, which are solely binding, carefully before investing. This is a marketing communication issued by Allianz Global Investors GmbH, www.allianzgi.com, an investment company with limited liability, incorporated in Germany, with its registered office at Bockenheimer Landstrasse 42-44, 60323 Frankfurt/M, registered with the local court Frankfurt/M under HRB 9340, authorised by Bundesanstalt für Finanzdienstleistungsaufsicht (www.bafin.de). Allianz Global Investors GmbH has established branches in the United Kingdom, France, Italy, Spain, Luxembourg and the Netherlands. Contact details and information on the local regulation are available here (www.allianzgi.com/Info).