PIMCO Global Credit Fund - Institutional Class
About this Fund
|FUND MANAGER||PIMCO Australia|
|ASSET CLASS||FIXED INTEREST|
In pursuing the Fund's investment objective, PIMCO applies a wide range of diverse strategies including Duration analysis, Credit analysis, Relative Value analysis, Sector Allocation and Rotation and individual security selection. PIMCO’s investment strategy emphasises active decision making with a long-term focus and seeks to avoid extreme swings in Duration or maturity with a view to creating a steady stream of returns
To achieve maximum total return by investing predominantly in global non-treasury fixed interest securities, and to seek to preserve capital through prudent investment management.
|BENCHMARK||Bloomberg Barclays Global Aggregate ex Treasury Index Hedged in Australian dollars|
|FUND SIZE||Bloomberg Barclays Global Aggregate ex Treasury Index Hedged in Australian dollars|
|NO. OF HOLDINGS|
|FEES||0.57% p.a. of the NAV of the Fund referable to Institutional Class units|
Benefits of investing in the PIMCO Global Credit Fund
The Fund is an actively managed portfolio of predominantly global non-treasury investment grade bonds. Significant features and benefits of investing in the Fund are:
Supported by a deep global presence, the Fund capitalises on PIMCO's thought leadership and time-tested investment process, which guides portfolio construction via a top-down macroeconomic outlook and rigorous bottom-up credit analysis.
PIMCO is one of the largest fixed interest managers in the world with over 740 investment professionals globally.
Dedicated credit experts offering insights into all major regions and sectors of the global credit market.
Over 50 credit analysts and 80 credit and mortgage portfolio managers around the globe providing expertise and credit research into numerous credit securities worldwide.
All personnel figures as of 30 June 2018.
DIVERSIFICATION AND ACTIVE MANAGEMENT
The Fund has the ability to broadly diversify across industries, issuers and regions of the credit sector.
The Fund is actively managed, which allows PIMCO to focus on securities regarded by PIMCO to have the strongest risk versus return attributes and avoid securities that are regarded by PIMCO to have insufficient value or a likelihood of capital loss.
INCOME AND CAPITAL GROWTH POTENTIAL
The Fund seeks to provide a regular income stream by way of quarterly distributions (the RE may change the distribution frequency without notice).
Monthly, quarterly and annual reporting is provided to keep you up to date on your investments.
The Fund is designed for investors who require a well- diversified exposure to predominantly global non-treasury bond markets, greater long-term performance but with a greater appetite for volatility and risk.
The Fund is designed for investors who require a well-diversified exposure to predominantly global non-treasury bond markets, greater long-term performance but with a greater appetite for volatility and risk.
About the Fund
Combining PIMCO's forward-looking macroeconomic outlook and extensive bottom-up credit research, the fund helps investors take advantage of opportunities in higher-quality corporate bonds.
Why Invest In This Fund
Supported by PIMCO's robust credit resources: The Fund not only accesses PIMCO's world class team of credit investment professionals across the globe, but also a team of over 50 credit analysts, sector specialists with wide-ranging expertise who independently analyse every credit security held.
How we invest your money
In pursuing the Fund's investment objective, PIMCO applies a wide range of diverse strategies including Duration analysis, Credit analysis, Relative Value analysis, Sector Allocation and Rotation and individual security selection. PIMCO's investment strategy emphasises active decision making with a long-term focus and seeks to avoid extreme swings in Duration or maturity with a view to creating a steady stream of returns.
The Fund invests in a diversified portfolio of predominantly Investment Grade bonds including corporate, mortgage and asset-backed securities. The Fund may invest a portion of its assets in below Investment Grade and Emerging Market securities.
The Fund may also hold cash and Derivatives.
PIMCO has adopted the following guidelines in managing the Fund:
Percentage limitations will apply at the time of investment. The Fund is not required to sell any securities in the event that such limitations are subsequently exceeded, whether as a result of market movements, applications or withdrawals from the Fund or otherwise. The Fund is not required to sell a security in the event such security is downgraded below the Fund's minimum investment quality, provided that such security met the Fund's minimum quality standard at the time of purchase.
Asset classes and allocation ranges