PIMCO Asia Pte Ltd, 8 Marina View, #30-01, Asia Square Tower 1, Singapore 018960 (Reg. No person should make available or make any invitation or offer or invitation to sell or purchase the shares in Malaysia unless such person takes the necessary action to comply with Malaysian laws. By the end of the series, you'll have explored how bonds generate returns, play a role within a diverse portfolio and the multiple factors that can impact a bond's performance. For investors in Malaysia: No action has been, or will be, taken to comply with Malaysian laws for making available, offering for subscription or purchase, or issuing any invitation to subscribe for or purchase or sale of the shares in Malaysia or to persons in Malaysia as the shares are not intended by the issuer to be made available, or made the subject of any offer or invitation to subscribe or purchase, in Malaysia. The categories make it easier to build well-diversified portfolios, assess potential risk, and identify top-performing funds. The information contained herein: (1) is proprietary to Morningstar; (2) may not be copied or distributed; and (3) is not warranted to be accurate, complete or timely. PIMCO Dividend and Income Fund A - PQIZX - Mutual Funds | PIMCO Past distributions are not necessarily indicative of future trends, which may be lower. Unless otherwise stated in the prospectus, the Fund referenced in this material is not managed against a particular benchmark or index, and any reference to a particular benchmark or index in this material is made solely for risk or performance comparison purposes. We'll start by defining bonds and get you familiar and comfortable with discussing them with clients. View asset allocation through a new lens with series four where we focus on the role of bonds in diversified portfolios. PIMCO Funds: Global Investors Series plc is an umbrella type open-ended investment company with variable capital and is incorporated with limited liability under the laws of Ireland with registered number 276928. How do monetary and fiscal policies affect markets? Timely product information tailored to the unique needs of our financial intermediary clients. When investing in bonds, some investors like to use an investment strategy known as laddering to help reduce their exposure to these risks. Erin Browne. Investors should consider the investment objectives, risks, charges and expenses of these Funds carefully before investing. What impact does inflation have on bonds? The fund looks to benefit from PIMCOs investment process, which combines our global top-down views on the macroeconomic environment with independent bottom-up security analysis. Visit our website for a full menu of products and services at pimco.com.hk* *This website has not been reviewed by the Securities and Futures . In this series, you'll learn 5 core thoughts encompassing the basics of bonds within the market. Yahoo partners with Morningstar a leading market research and investment data group to help investors rate and compare funds on Yahoo Finance. 5 MIN. Understanding the risk factors many asset classes share can help to create more effective portfolio risk management. It then moves on to explore different ways of allocating assets, including by life stage or risk factor. , The Bond Fund of America, Hellenic Telecommunications Organization S.A., American Funds Fundamental Investors, The Growth Fund of America, The L.S. In Series 6, we shed light on the fundamentals of alternative investing, including key characteristics of these strategies, the role they can play in a portfolio, and how investors can access them. PIMCO Funds: Global Investors Series plc is an umbrella type open-ended investment company with variable capital and is incorporated with limited liability under the laws of Ireland with registered number 276928. Since our founding in Newport Beach, California, in 1971, we have grown into a team of about 2,200 employees with offices in 11 countries throughout the Americas, Europe Fund Inception Date Share Class Inception Date Total Fund Assets (in millions - USD) as of 31/10/2022 Unified Fee Manager; Investment Vehicle Add To My . This advertisement or publication has not been reviewed by the Monetary Authority of Singapore. Investors may also wish to seek advice from a financial adviser before making a commitment to invest and in the event you choose not to seek advice, you should consider whether the investment is suitable for you. Indeed, there are several ways to navigate and benefit from rising rates. In fact, asset allocation is likely to have a bigger impact on the performance of a portfolio than the selection of individual investments. Lets explore 5 key topics that involve the howtos of investing in bonds. This website is issued by PIMCO Asia Pte Ltd. No part of this publication may be reproduced in any form, or referred to in any other publication, without express written permission. Duration Weighted Exposure (DWE%) is the percentage weight of each sectors contribution to the overall duration of the fund. Once your clients have grasped these key concepts, theyll want to know how they make money from bonds.5 MIN. The inception date for this share class is 30/04/2008 . PIMCO Funds: Global Investors Series plc is an umbrella type open-ended investment company with variable capital and is incorporated with limited liability under the laws of Ireland with registered number 276928. There are many different investment strategies bond investors can use depending on the role bonds will play in their investment portfolios. Explore our site now and save your favorite products, insights, and/or documents. A rating is not a recommendation to buy, sell or hold a fund. Where no past performance is shown, there was insufficient data in that year to provide performance. What are the major asset classes and how do they differ? The value of shares of the Fund and the income accruing to them, if any, may fall or rise. symbol;name;currency;exchange;mic_code;country "003E";"WisdomTree Trust - WisdomTree Japan Hedged Financials Fund";"EUR";"XDUS";"XDUS";"Germany" "003N";"WisdomTree . Making sure clients have a thorough understanding of duration is essential when advising them about bonds. Please refer to the Singapore prospectus for more information. IE0032876397 | PIMCO Funds: Global Investors Series plc - Global But rising rates arent always bad for bond investors. However the benchmark is not used to define the portfolio composition of the Fund and the Fund may be wholly invested in securities which are not constituents of the benchmark. 8 MIN. Wide-ranging forces directly and indirectly influence the decisions of businesses and consumers, pushing market prices up and down.8 MIN. . PIMCO Closed-End Funds Declare Monthly Common Share Distributions Investors first need to choose an active or a passive investment approach, and then they can choose the most appropriate underlying strategy. PIMCO Funds: Global Investors Series PLC - Global Investment Grade Investors should consider the investment objectives, risks, charges and expenses of this fund carefully before investing. PIMCO Funds: Global Investors Series plc Dynamic Bond Fund Class E This index excludes Government and Securitized Securities. 04/11/2022 16:35 PIMCO FUNDS GLOBAL INVESTORS SERIES PLC; Baja/Disolucin/Liquidacin/Absorcin PIMCO Funds: Global Investors Series Public Limited Company of Ireland operates as an investment management company. Financial advisors can help investors choose the right strategies and identify suitable managers. It also assumes that $10,000 is invested into the fund, after deducting preliminary charges (if any). The index covers the U.S. investment grade fixed rate bond market, with index components for government and corporate securities, mortgage pass-through securities, and asset-backed securities. Despite bonds generally less volatile performance, however, there are still several risks that investors need to understand when investing in the bond market. The management and other fees payable by the Income II Shares may also be charged to the capital of the Income II Shares, resulting in an increase in distributable income available for the payment of dividends and therefore, the Income II Shares may effectively pay dividends out of capital. Please select one or more documents to take an action. We do not invite applications for, offer or sell products or services to persons or in countries or jurisdictions where such invitation, offer or sale would be unlawful. The Fund may use or invest in financial derivative instruments and be subject to various risks (including for e.g. This advertisement or publication has not been reviewed by the Monetary Authority of Singapore. PIMCO FUNDS: GLOBAL INVESTORS SERIES PLC AS OF 31 AUGUST 2022 Global We do not invite applications for, offer or sell products or services to persons or in countries or jurisdictions where such invitation, offer or sale would be unlawful. Most investors have a good understanding of shares and how they work. These major sectors are subdivided into more specific indices that are calculated and reported on a regular basis. Starrett Company, Magna International Inc . Fund resources and documents on this page are only available to existing clients. Hong Kong Authorisation: The Company and certain of its Funds are authorised by the Securities and Futures Commission in Hong Kong ("SFC") and are subject to the However, due to the ins and outs of bond pricing and performance, many investors may find a gap in their knowledge. Past distributions are not necessarily indicative of future trends, which may be lower. PIMCO Funds: Global Investors Series plc has appointed PIMCO Asia Pte Ltd as the Singapore Representative. The fund offers diversification benefits and greater income potential relative to government bonds or domestic corporate strategies while seeking to retain many of the defensive features of government bonds. 2 of 4 0 50 100 150 200 250 Where no past performance is shown, there was insufficient data in that year to provide performance. Neither this document nor any document or other material in connection with the shares should be distributed, caused to be distributed or circulated in Malaysia. This website is general in nature and is for information purposes only. https://global.pimco.com/en-gbl/6qrfpnd3xt82, https://global.pimco.com/en-gbl/6qrfpnd9p4f9. Even highly diversified portfolios may not adequately cushion market volatility stemming from underlying risk factors. The Global Investment Grade Credit Fund is an actively managed portfolio that invests primarily in investment grade global corporate instruments. Worried about declining bond prices, investors may think their best option is to sell. Pimco Funds: Global Investors Series Plc As of 31 August 2022 Growth of $10,000 is calculated at NAV and assumes that all dividend and capital gain distributions were reinvested. The fund benefits from PIMCO's fixed income franchise, featuring extensive global resources, top-down macro views, bottom-up sector expertise and robust analytical resources, in an effort to enhance the income and overall portfolio construction while managing the risks associated with income investing. This document is issued by PIMCO Asia Pte Ltd (8 Marina View, #30-01, Asia Square Tower 1, Singapore 018960, Registration No. A rating is not a recommendation to buy, sell or hold a fund. This fund is designed for investors who seek steady income: it takes a broad-based approach to investing in income-generating bonds. Bloomberg Global Aggregate Credit Index (USD Hedged) is an unmanaged Index that provides a broad- based measure of the global investment- grade fixed income markets. Portfolio Manager, Asia . PIMCO GIS Dynamic Bond Fund Fund Global Flexible Bond - USD Hedged Morningstar category As of Nov 04 2022. He is a member of the Investment Committee, a generalist portfolio manager and the global head of corporate bond portfolio management, with oversight for the firms investment grade, high yield, bank loan, municipal and insurance business as well as credit research. Unless otherwise stated in the prospectus, the Fund referenced in this material is not managed against a particular benchmark or index, and any reference to a particular benchmark or index in this material is made solely for risk or performance comparison purposes. https://global.pimco.com/en-gbl/7hk2p6vrj1wb. With such scale, there is a wide range of bonds for investors to choose from and many ways to gain access. PIMCO is a trademark of Allianz Asset Management of America L.P. in the United States and throughout the world. 6 MIN. Should asset allocation change over time? What is the yield curve and why is it important? When it comes to bonds, the role of interest rates is often less well understood. Here you'll find insights to help you explain how these and other market forces may affect bond performance. In recent decades, bonds have evolved into a $100 trillion global market. Data does not include special cash dividends. A Funds use of, or investment in, financial derivative instruments involves risks different from, or possibly greater than, the risks associated with investing directly in securities and other traditional investments. Performance charts for Pimco Funds: Global Investors Series PLC - European High Yield Bond Fund (PIMCERD) including intraday, historical and comparison charts, technical analysis and trend lines. You should carefully consider these risks prior to making an investment in the relevant Fund. You have not saved any content. Understanding the general principles of how the key asset classes work together can provide a foundation for a well-diversified portfolio. PIMCO Global Investors Series plc Global Bond Fund Select share classes There is only one type of share class for this fund. Understanding tail risk can help investors prepare for the unpredictable. How might political events influence markets? We'll introduce you to the fundamentals, the different types, their important features and how they can pertain to your investment strategies. Investors should consider the investment objectives, risks, charges and expenses of the funds carefully before investing. https://global.pimco.com/en-gbl/6qnkctdtdwbc1, https://global.pimco.com/en-gbl/6qnkctdz4qym1, https://global.pimco.com/en-gbl/6qrl5ybbb8qx. PIMCO Funds: Global Investors Series plc is an umbrella type open-ended investment company with variable capital and is incorporated with limited liability under the laws of Ireland with registered number 276928. PIMCO Funds: Global Investors Series plc - Global Advantage Real Return PIMCO Funds: Global Investors Series plc Dynamic Bond Fund Class E This and other information is contained in the Funds Singapore Prospectus which is available and can be obtained from our website www.pimco.com.sg or by contacting the Singapore Representative or a distributor of the Fund. PIMCO Asia Pte Ltd, 8 Marina View, #30-01, Asia Square Tower 1, Singapore 018960, (65) 6491-8000, Registration No. Past performance is no guarantee of future results. Investment returns denominated in non-local currency may be exposed to exchange rate fluctuations. Unless otherwise stated in the prospectus, the Fund referenced in this material is not managed against a particular benchmark or index, and any reference to a particular benchmark or index in this material is made solely for risk or performance comparison purposes. PIMCO is one of the largest global investment managers in the world, with more than $1,472 billion in assets under management (as of 31 December 2016), including affiliated assets. Data does not include special cash dividends. A preliminary charge of up to 5% may or may not be deducted from the subscription amount depending on the distributor from whom you had purchased shares, as such this may not represent actual performance returns.
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