www.investors-trust.com
 
PIMCO Funds Now Available
Expanding the Investors Trust Fund Platform

 

iShares
PIMCO is a global investment management firm with a singular focus on preserving and enhancing investors' assets. With over $1.51 trillion1 in assets under management from institutions, financial advisors and individuals, PIMCO applies a holistic investment process designed to apply rigorous top-down and bottom-up analysis of inputs to identify investment opportunities and risks. The team is comprised of more than 2,200 dedicated professionals, with offices in 12 countries and trading operations in North America, Europe and Asia.

The following funds are now available on the Investors Trust Fund Platform:

 

 

PIMCO Global Bond Fund
Objective  
The fund invests primarily in a diversified portfolio of investment grade bonds denominated in major currencies. Consequently, it offers exposure to a sector that can be difficult to access directly, as well as, the potential for more efficient returns through diversification.
Fund Code    Currency    Asset Class    Investment Universe    Factsheet
PMGB   USD   Fixed Income   Global   pdf
PMGBE   EUR   Fixed Income   Global   pdf
 

 

PIMCO Global High Yield
Objective  
The fund invests at least two-thirds of its assets in a diversified portfolio of global high yield bonds, which offers compelling diversification benefits along with the opportunity to gain exposure to different sectors of the economy.
Fund Code    Currency    Asset Class    Investment Universe    Factsheet
PMHY   USD   Fixed Income   Global   pdf
PMHYE   EUR   Fixed Income   Global   pdf
 

 

PIMCO Income Fund
Objective  
This portfolio utilizes a broad range of fixed income securities to maximize current income while maintaining a low risk profile, without compromising total return. The fund seeks to provide liquidity when needed, as well as, consistent income over the long term.
Fund Code    Currency    Asset Class    Investment Universe    Factsheet
PMIF   USD   Fixed Income   Global   pdf
PMIFE   EUR   Fixed Income   Global   pdf

 

 

PIMCO StocksPLUS Fund
Objective  
The fund offers exposure to the returns of the S&P 500 Index via non-leveraged positions in futures and swaps, which are collateralised by an actively managed portfolio of short-duration, fixed income securities. The fund offers the potential for excess returns relative to the index.
Fund Code    Currency    Asset Class    Investment Universe    Factsheet
PMSP   USD   Equity   Global   pdf
VIEW OUR FUND PLATFORM
1. As of 30 June 2016
IMPORTANT NOTICE
NOT FOR PUBLIC DISTRIBUTION. The views expressed are those of the author(s) and are subject to change at any time. These views are for informational purposes only and should not be relied upon as a recommendation to purchase any security or as a solicitation or investment advice from the Advisor. Although the information provided to you on this material is obtained or compiled from sources we believe to be reliable, Investors Trust cannot and does not guarantee the accuracy, validity, timeliness or completeness of any information or data made available to you for any particular purpose.

Fair Use Statement
Consistent with the "fair use" doctrine set forth within 17 U.S.C. §107, this article may contain copyrighted material for informational and educational purposes. The copyrighted materials used in our articles are distributed without profit to those who have expressed a prior interest in receiving the included information for informational and educational purposes. If you wish to use this article for purposes that may exceed the "fair use" doctrine, you must obtain permission from the copyright owner.
Copyright © 2016 Investors Trust Assurance SPC. All rights reserved.
AM Best
 
AILO
 
LinkedIn
 
Investors Trust is a registered trademark of Investors Trust Assurance SPC, rated “Secure” by A.M. Best Company. For the latest rating, access www.ambest.com. Investors Trust Assurance SPC is a member of The Association of International Life Offices (AILO).

‡Neither Investors Trust Assurance SPC, nor any subsidiaries, affiliates and businesses under the ITA group of companies, offer investment advice or make recommendations regarding investments. You should consult your own tax, legal or investment professional to assist in your financial decisions.