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.

To achieve maximum total return by investing in underlying funds that invest in Australian and Global bonds, and to seek to preserve capital through prudent investment management. 

EXPERTISE

• PIMCO is one of the largest fixed interest managers in the world with over 785 investment professionals globally as at 30 June 2019.
• With dedicated sector and regional investment specialists in multiple offices around the world, PIMCO’s depth and reach allows efficient and effective access to all major global fixed interest markets.
• Dedicated experienced investment professionals focused on the domestic fixed interest market who provide coverage of active investment opportunities.

DIVERSIFICATION AND ACTIVE MANAGEMENT

• Designed as a core allocation to global and Australian fixed interest, the Fund may provide diversification benefits amongst an allocation to other asset classes, such as equities.
• The Fund aims to provide diversified exposure to multiple economies, yield curves and sectors, which can improve riskadjusted returns.
• The Fund is actively managed, which allows PIMCO to focus onsecurities 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.
• The Fund seeks to provide a regular income stream by way of quarterly distributions (the RE may change the distribution frequency without notice).

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).

REGULAR REPORTING

• Monthly, quarterly and annual reporting is provided to keep you up to date on your investments.

The Fund is designed for investors who wish to have a broadly diversified exposure to both domestic and international fixed interest markets.

Why Invest In This Fund

Tap into the best opportunities across Australia and the globe

Designed specifically for Australian investors, the Fund may tap into the multi-trillion-dollar global bond market, but retains a strategic allocation toward domestic high-quality opportunities.

True core bond holding

The Fund seeks to provide all the benefits investors have come to expect from a core bond holding, including consistent income, low volatility and diversification within a broader asset allocation.

Flexibility at work — one-stop active solution

The Diversified Fixed Interest Fund aims to help investors allocate across Australian and global bond exposures on an active basis, depending on where the best opportunities exist. The Fund has the flexibility to anticipate and respond to changes in credit markets and interest rate environments, which has delivered a strong track record of providing returns above its benchmark.

INVESTMENT STRATEGY 

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. A number of these terms are explained in the Glossary section of the Reference Guide

CHANGING THE INVESTMENT STRATEGY/GUIDELINES

The investment strategy and the investment guidelines may be changed. If the investment strategy or the investment guidelines are to be changed, investors in the Fund will be notified in accordance with the Corporations Act.