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Climate Transition Bonds
Gain access to the professional bond market
The Climate Transition Bond Fund empowers you to invest in corporate bonds, typically only available to professional investors, providing stability, optimized returns and low risk. With a strong commitment to reducing CO2 emissions from high emitters, we deliver economic value to our investors and foster positive environmental change for society.
Real World impact
We currently reduce or avoid approximately 100 tons of CO₂ annually for every DKK 1 million invested.
For comparison:
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A typical Danish household emits around 13 tons of CO₂ per year
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A fossil-fuel car emits about 3 tons of CO₂ per year
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A round-the-world flight emits roughly 5 tons of CO₂
This means that:
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An investment of DKK 130,000 in the fund can “offset” a household’s annual CO₂ emissions
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DKK 30,000 can compensate for a fossil car’s yearly emissions
CO₂ reduction from DKK 1 million invested corresponds to:
33X
Annual CO₂ emissions from a fossil-fuel car
20X
Round-the-world flight by plane
7,5X
Annual CO₂ emissions from a Danish household
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We base all calculations exclusively on official and verified data provided by the companies, which has been third-party assured (e.g. by an auditor).
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Data is reported either at the level of the individual bond or for the portfolio as a whole.
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New bonds are included with a conservative assumption of zero CO₂ reduction until proper documentation is available.
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If the issuer’s impact report does not explicitly state whether the tCO₂ reduction refers to an annual figure or the full project lifetime, it is standard market practice to assume an annual reduction.
Our Value Proposition
50+ Years Of Expertise In The Professional Bond Market
Our team consists of some of the most experienced professionals in the market, having been involved in over 1,000 corporate bond transactions.
We know what it takes to create value and ensure security in your investments.
Climate Investments Without Sacrificing Returns
We optimize your financial returns by focusing on the primary market with higher return and lower costs. We focus on reducing emissions from carbon-intensive companies committed to the green transition. Documented and verified.
Stability, Low Risk and High Liquidity
We prioritize capital protection with optimized return by investing in well-established companies that offer both stability and high liquidity. This ensures your funds are safe and easily accessible whenever you need them.
Invest with us for peace of mind.
Fund description:
Bond fund focused on corporate bonds and climate transition. The fund is expected to invest in between 30-40 corporate bonds from large multinational companies with strong liquidity.
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Title: PortfolioManager Climate Transition Bonds KL n
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Ticker: PMICTBKLN
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ISIN: DK0063179445
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Type: Listed bond fund (UCITS), accumulating, ESG Article 8 fund. Listed on Nasdaq Copenhagen.
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Risk Classification: Risk class 2, low risk
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Assets: Free assets, pension, children's savings, company (VSO), corporations
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Expected Return: 5% p.a.
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Cost/Management Fee: 0.5% p.a.
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Minimum Investment: DKK 100
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Portfolio Manager: Optimal Invest Fondsmæglerselskab A/S
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Investment Association PortfolioManager (Under Fundmarket, learn more at www.fundmarket.dk)
Real World Impact
The global economy will remain reliant on high emission sectors for the foreseeable future. In the short term, abandoning them completely is irrational and non-sensical, making it an unviable solution. Rather, our mission is to support their transition to greener alternatives. We do this by actively backing the green projects and ambitions that are continuously emerging within these sectors.
Our investments target high emitters committed to a green transition, as documented and verified by third parties. This approach ensures your investment directly reduces annual emissions precisely where it matters most in the real world, making a decisive impact in combating climate change.
We aim to enhance your investment’s impact on climate transition by maximizing annual CO2 reduction. The companies we invest in, provide annual impact reports, verified by independent auditors. This approach delivers measurable, tangible, and genuine societal impact— Going beyond mere promises on paper!
From Opportunity to Impact
01
Identification of Opportunities
We start by identifying high-quality companies with strong credit profiles, typically from high emitting sectors, that offer an attractive return profile and are committed to a green transition, as verified by third parties.
02
Investing in the Primary Market
We concentrate on the professional market where bonds are issued. This approach grants us access to higher returns through favorable pricing and new issue premiums, while directly financing the companies’ green projects or ambitions, thus creating tangible climate impact.
03
Risk Optimization and Cost Efficiency
We concentrate on risk-adjusted returns, aiming to optimize yield with the lowest possible risk and cost. This ensures a stable and economically efficient portfolio.
04
Documented Climate Impact
We invest to reduce CO2 emissions in society. Our impact is documented annually in the fund’s impact report to demonstrate and verify our tangible contribution to combating CO2 emissions and advancing the climate transition.
Hvordan man investerer:
1
Log ind på din netbank/handelsplatform:
Log ind på din foretrukne netbank eller handelsplatform og vælg depot for investering, alternativt opret depot til investering.
2
Søg efter fond:
Søg efter ”Climate Transition Bonds” ved at søge på ISIN kode DK0063179445. Alternativt kan der i de fleste netbanker/handelsplatforme ligeledes søges på navnet ”Climate Transition Bonds”
3
Indtast købsordre:
Indtast ordren på det ønskede antal styk og placer ordren i netbanken eller handelsplatformen (der dirigerer ordren videre til Fondsbørsen, Nasdaq Copenhagen, hvor papirerne handels)
A sustainable partnership
Climate Transition Bonds and Optimal Invest have established a strategic alliance that integrates strong financial returns with meaningful societal impact. Under the Optimal Invest umbrella—managing over DKK 4.5 billion across 16 investment funds—Climate Transition Bonds leverages Optimal Invest’s extensive expertise and robust infrastructure. Together, we ensure that your investments drive a greener future while also providing stable financial performance.
