Calvert Green Bond Fund Class R6 (CBGRX)

Overview

The company operates a fund focused on investing in "green" bonds, which are debt securities aimed at financing projects with environmental benefits. This investment strategy emphasizes supporting initiatives that contribute to environmental sustainability. The fund commits at least 80% of its net assets, including borrowed amounts for investment purposes, to these green bonds. It aims to strike a balance between supporting eco-friendly projects and ensuring financial returns for its investors by primarily investing in debt securities considered to be of investment grade. These securities are those assessed at the time of purchase to have a lower risk of default, therefore, offering a relatively safer investment opportunity in the green finance sector.

Products and Services

The fund offers the following investment opportunities:

• "Green" Bonds Investment - The core product focuses on investing in green bonds. These bonds fund projects with environmental benefits, such as renewable energy projects, energy efficiency improvements, sustainable water management, and more. By channeling at least 80% of its assets into green bonds, the fund targets investors looking to contribute to environmental sustainability while seeking financial returns.
• Investment Grade Debt Securities - Another key area of investment is in investment grade debt securities. With at least 65% of its net assets invested in such securities, the fund provides a balanced investment opportunity. Investment grade securities are evaluated at the time of purchase and are considered to have a lower risk compared to non-investment grade securities. This service caters to risk-averse investors aiming for stability and reliability in their investments.