Lets explore 5 key topics that involve the howtos of investing in bonds. The series finishes with the concept of tail risk and how you can help investors protect their portfolios. 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. 8 MIN. Visit our website for a full menu of products and services at pimco.com.sg E CLASS ACCUMULATION AND INCOME SHARES Fund Description The investment objective of the Fund is to seek to maximise total return, consistent with prudent investment management. 2021, PIMCO. A positive distribution yield does not imply a positive return. 199804652K. This advertisement or publication has not been reviewed by the Monetary Authority of Singapore. Participation in the markets for financial derivative instruments involves investment risks and transaction costs to which the Fund may not be subject if such strategies are not used. https://global.pimco.com/en-gbl/6qwvsd3yrp4q, https://global.pimco.com/en-gbl/7hk2p67f8z3b. Grover Burthey. However, due to the ins and outs of bond pricing and performance, many investors may find a gap in their knowledge. Potential differences in performance figures are due to rounding. This advertisement or publication has not been reviewed by the Monetary Authority of Singapore. Longer-dated Treasury yields have climbed as markets consider whether economic growth and inflation expectations might accelerate more rapidly. Series four starts with a recap of asset allocation including why it matters and the differences between the major asset classes. 199804652K), 65-6491-8000. 2021 Morningstar, Inc. All Rights Reserved. Asset allocation is fundamental to achieving investment goals. 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 Commission. Among the many factors that can affect market performance, political events are perhaps the most difficult to predict, but they frequently have significant implications for investment decisions.7 MIN. Like any investment, bonds come with risk including (but not limited to) interest rate risk and reinvestment risk. This material is issued by PIMCO Asia Pte Ltd. No part of this material may be reproduced in any form, or referred to in any other publication, without express written permission. Duration is a word that often appears in discussions of the fixed income market. liquidity risk, interest rate risk, market risk, credit risk and management risk etc.) PIMCO is a trademark of Allianz Asset Management of America L.P. in the United States and throughout the world. For investors in Philippines: The Shares being offered or sold herein have not been registered with the Securities and Exchange Commission under the Securities Regulation Code of the Philippines. Challenge your thinking with topics such as risk factor diversification and tail risk hedging. Please contact your PIMCO representative for further details. Series 5 Investing in Today's Market View Every day, the media is full of news potentially relevant to client investments - economic developments, monetary and fiscal policy, GDP and political events. Financial advisors can help investors choose the right strategies and identify suitable managers. Investors should consider the investment objectives, risks, charges and expenses of the funds carefully before investing. 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. Participation in the markets for financial derivative instruments involves investment risks and transaction costs to which a Fund may not be subject if such strategies are not used. Distribution payments of the Fund where applicable, may at the sole discretion of the Fund, be made out of either income and/ or capital of the Fund. What is the yield curve and why is it important? The dividend amount or dividend rate/yield is not guaranteed. https://global.pimco.com/en-gbl/6qnkctfgwhm71, https://global.pimco.com/en-gbl/6qrfpnckhl8t. It does not constitute investment, tax or legal advice. Portfolio construction is key to achieving investment goals. You should carefully consider these risks prior to making an investment in the relevant Fund. We'll introduce you to the fundamentals, the different types, their important features and how they can pertain to your investment strategies. While not for everyone, alternatives can play an important role for investors trying to meet certain financial goals. Here youll find insights to help you explain how these and other market forces may affect bond performance. 6 MIN. In fact, asset allocation is likely to have a bigger impact on the performance of a portfolio than the selection of individual investments. Please refer to the Singapore prospectus for more information. No offer to the public to purchase the Shares will be made in Thailand and this material is intended to be read by the addressee only and must not be passed to, issued to, or shown to the public generally. Whats the difference between passive and active investment in bonds? Get PIMCO Funds: Global Investors Series plc Dynamic Bond Fund Class E / Income latest news via APIs News API is available at any package from $19.99 See full price Get sample of News API Robust, powerful and easy to use Our advantages Prices start at $19.99 Fast+ support 24/7 via web-chat and email Robust, powerful and reliable data What are the risks of investing in bonds? Portfolio Manager, Multi-Asset Strategies . A rating is not a recommendation to buy, sell or hold a fund. 199804652K). When it comes to alternatives, investors can sometimes feel left in the dark. Please note that not all Funds are registered for sale in every jurisdiction. https://global.pimco.com/en-gbl/6qnkctfbh4bc1. The inception date for this share class is 30/04/2008 . We place funds in a given category based on their portfolio statistics and compositions over the past three years. This fund offers compelling diversification benefits and the opportunity to gain exposure to different sectors of the economy. PIMCO Funds: Global Investors Series Public Limited Company of Ireland operates as an investment management company. This share class aims to pay dividends at the frequency stated above. Please refer to the Prospectus of the PIMCO Funds: Global Investors Series Plc and to the KIID before making any final investment decisions. 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 Funds: Global Investors Series plc has appointed PIMCO Asia Ptd Ltd as the Singapore Representative. If there is one thing that makes bond holders nervous its when interest rates rise. Participation in the markets for financial derivative instruments involves investment risks and transaction costs to which a Fund may not be subject if such strategies are not used. The fund seeks to generate a competitive monthly dividend while also maintaining a focus on the total return objective. The Fund aims to achieve its investment objective by taking exposure to a wide range of asset classes, such as . For additional information and/or a copy of the Fund's prospectus, please contact the Administrator: State Street Fund Services (Ireland) Limited, Telephone +353-1-776-0142, Fax +353-1-562-5517. Once your clients have grasped these key concepts, theyll want to know how they make money from bonds.5 MIN. The fund is diversified broadly across industries, issuers, and regions on the basis of PIMCOs top-down and bottom-up processes. But rising rates arent always bad for bond investors. Explore our site now and save your favorite products, insights, and/or documents. Global Bond Fund. PIMCO Global Advisors (Ireland) Limited INVESTMENT ADVISOR Pacific Investment Management Company LLC For questions regarding the PIMCO Funds: Global Investors Series plc, please call +65 6826. It is not a solicitation, offer or recommendation of any security, investment management or advisory service. PIMCO Funds: Global Investors Series plc est une socit d'investissement capital variable de type ouvert compartiments multiples. Please contact PIMCO for more information. The term "yield curve" is frequently used by investors and commentators when discussing the outlook for bonds, markets and the economy more broadly. This advertisement or publication has not been reviewed by the Monetary Authority of Singapore. The highlighted items cannot be subscribed to. Understanding tail risk can help investors prepare for the unpredictable. 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. Daily YTD return is from the most recent calendar year end. Since the evolution of the modern bond market, investors have used bonds as a way of diversifying their portfolio, generating income and preserving their capital. Bonds continue to offer numerous benefits and potential for appreciation. 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. We'll start by defining bonds and get you familiar and comfortable with discussing them with clients. The Company offers risk management, equities, fixed income, real assets,. no. PIMCO Asia Pte Ltd, 8 Marina View, #30-01, Asia Square Tower 1, Singapore 018960, (65) 6491-8000, Registration No. 199804652K), 65-6491-8000. liquidity risk, interest rate risk, market risk, credit risk and management risk etc.) The investment objective of the Fund is to seek to maximise total return, consistent with preservation of capital and prudent investment management. Investment returns denominated in non-local currency may be exposed to exchange rate fluctuations. Mr. Kiesel is CIO Global Credit and a managing director in the Newport Beach office. Portfolio Manager, Asia . The dividend amount or dividend distribution rate/yield is based on historical dividend amount or dividend rate/yield. In the case of the Fund, the Fund may at its discretion pay dividends out of capital which may result in an immediate reduction of the Funds NAV per share. Investment involves risk including possible loss of the principal amount invested. The COVID-19 relief bill has spurred talk of inflation, but financial stability may be a more relevant risk. https://global.pimco.com/en-gbl/736yrr1vh7bd, https://global.pimco.com/en-gbl/736yrs9fnlwn. Investment returns denominated in non-local currency may be exposed to exchange rate fluctuations. Log In to access the page. Focusing on a handful of key factors namely, return potential, risk and fees can make the task easier. 199804652K). 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. 8 MIN. Past performance is not an indicator of future results. 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. It also assumes that $10,000 is invested into the fund, after deducting preliminary charges (if any). Yields & Distributions Footnotes & Disclosures, Prices & Performance Footnotes & Disclosures, Portfolio Composition Footnotes & Disclosures, Average Annualised Distribution Yield as of 30/09/2022, Average Distribution Since Inception (per annum). Please read the prospectus carefully before you invest or send money. Any reference to an index or benchmark in this material, and which is not referenced in the prospectus and relevant key investor information document, is purely for illustrative or informational purposes (such as to provide general financial information or market context) and is not for performance comparison purposes. Past distributions are not necessarily indicative of future trends, which may be lower. A reflection of changing regulations and lending practices of banks, alternative credit or providing illiquid financing to borrowers unable to access public credit or in need of custom loan terms has seen an uptick in new and attractive opportunities. How do monetary and fiscal policies affect markets? 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. He has written extensively on the topic of global credit markets, founded the firms Global Credit Perspectives publication and regularly appears in the financial media. Learn more about the key characteristics of these types of investments and explore some popular strategies, including private equity and real estate. 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. 2022, PIMCO. Why do GDP and other key indicators matter to markets? liquidity risk, interest rate risk, market risk, credit risk and management risk etc.) The information contained in this communication is intended to supplement information contained in the prospectus for this Fund and must be read in conjunction therewith. You should carefully consider these risks prior to making an investment in the Fund. The highlighted items cannot be subscribed to. This website is not intended for persons in any country other than Singapore. Neither Morningstar nor its content providers are responsible for any damages or losses arising from any use of this information. PIMCO GIS Dynamic Bond Fund Fund Global Flexible Bond - USD Hedged Morningstar category As of Nov 04 2022. 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. The Fund invests at least two-thirds of its assets in a diversified portfoli o of investment grade corporate Fixed Income Instruments of issuers, having their registered office or predominant operations in at least three countries, one of which may be the U.S. Past performance is no guarantee of future results. Bloomberg Global Aggregate Credit Index (USD Hedged). , The Bond Fund of America, Hellenic Telecommunications Organization S.A., American Funds Fundamental Investors, The Growth Fund of America, The L.S. Elle est constitue sous la forme d'une socit responsabilit limite en vertu du droit irlandais sous le numro 276928. In the case of Income II Shares, the Fund may at its discretion pay dividends out of capital as well as take into account the yield differential arising from share class currency hedging (which constitutes a distribution from capital). Explore how these strategies may help diversify a portfolio, enhance return potential, or mitigate downside risk. This website and the products and services referred to in it are intended solely for residents of Singapore. While the investment objective stated in a fund's prospectus may or may not reflect how the fund actually invests, the Morningstar category is assigned based on the underlying securities in each portfolio. Finish the series by examining how correlation is affecting todays market environment. PIMCO Asia Pte Ltd, 8 Marina View, #30-01, Asia Square Tower 1, Singapore 018960 (Reg. The Morningstar Category is shown next to the Morningstar Style Box which identifies a fund's investment focus, based on the underlying securities in the fund. To make intelligent decisions about bonds, investors need to understand the different ways of investing in bonds, whether they should implement an active or passive strategy, the risks involved in bond investment and how to utilize bond ladders. What affects the price and performance of bonds? This advertisement or publication has not been reviewed by the Monetary Authority of Singapore. 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. This document is issued by PIMCO Asia Pte Ltd (8 Marina View, #30-01, Asia Square Tower 1, Singapore 018960, Registration No. 4 MIN. Such correlation may be coincidental or may arise because any such financial index may be representative of the asset class, market sector or geographic location in which the Fund is invested or uses a similar investment methodology to that used in managing the Fund. The 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. Neither Morningstar nor its content providers are responsible for any damages or losses arising from any use of this information. But despite its common use, it is a concept that many investors dont understand well. Investors should consider the investment objectives, risks, charges and expenses of the funds carefully before investing. Portfolio Manager, ESG . Investment involves risk including possible loss of the principal amount invested. The categories make it easier to build well-diversified portfolios, assess potential risk, and identify top-performing funds. 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. Worried about declining bond prices, investors may think their best option is to sell. 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. 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. You have not saved any content. 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. Evaluating the merits of any investment should include a review of the risks. 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. Past performance is not indicative of future performance and no guarantee is being made that similar returns will be achieved in the future. The Fund may use or invest in financial derivative instruments and be subject to various risks (including for e.g. PIMCO FUNDS: GLOBAL INVESTORS SERIES PLC EMERGING MARKETS BOND FUND INV ACC EUR (HDG)- Performance charts including intraday, historical charts and prices and keydata. Investors should consider the investment objectives, risks, charges and expenses of these Funds carefully before investing. You should carefully consider these risks prior to making an investment in the Fund. Where referenced in the prospectus and relevant key investor information document a benchmark may be used as part of the active management of the Fund including, but not limited to, for duration measurement, as a benchmark which the Fund seeks to outperform, performance comparison purposes and/or relative VaR measurement. Navigating the risks, unique complexities and potential rewards of alternative investing takes understanding. In recent decades, bonds have evolved into a $100 trillion global market. associated with such investments in financial derivative instruments. 5 MIN. 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. Start Series SERIES 6 6 MIN. It does not take into account the effect of taxes. The value of shares of the Fund and the income accruing to them, if any, may fall or rise. Yahoo partners with Morningstar a leading market research and investment data group to help investors rate and compare funds on Yahoo Finance. Key Facts ISIN U IE0032876397 Fund Group Name U Pimco ManCo U PIMCO Global Advisors (Ireland) Limited Fund Domicile Alpha-2 U IE Fund Launch Date U 2003-07-23 Fund Currency U USD Valor U 1872375 WKN U A0DN9D Bloomberg Code U PIMGIIA ID Currency Hedge Share Class U yes, full NAV hedge It is not a solicitation, offer or recommendation of any security, investment management or advisory service. Understanding the general principles of how the key asset classes work together can provide a foundation for a well-diversified portfolio. How many ways can one invest in bonds? 199804652K). no. The Fund may invest in non-U.S. or non-Eurozone securities which involves potentially higher risks including non-U.S. or non-Euro currency fluctuations and political or economic uncertainty. 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. 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. The average portfolio duration of this Fund will normally vary within two years (plus . Making sure clients have a thorough understanding of duration is essential when advising them about bonds. The website is for institutional investors and qualified buyer and not for public distribution. In this series, you'll learn 5 core thoughts encompassing the basics of bonds within the market. Dividend payout is not guaranteed. See the company profile for PIMCO Funds: Global Investors Series PLC - Inflation Strategy Fund (IE00BLM78675.IR) including business summary, industry/sector information, number of employees . symbol;name;currency;exchange;mic_code;country "003E";"WisdomTree Trust - WisdomTree Japan Hedged Financials Fund";"EUR";"XDUS";"XDUS";"Germany" "003N";"WisdomTree . This share class aims to pay dividends at the frequency stated above. Beleggingsdoelstelling: PIMCO GIS Dynamic Multi-Asset Fund E Class EUR Accumulation. 2022, PIMCO. Aggregate Index represents securities that are SEC-registered, taxable, and dollar denominated. Duration Weighted Exposure (DWE%) is the percentage weight of each sectors contribution to the overall duration of the fund. Allocating across a diversified range of asset classes can help manage overall portfolio risk. The Global Investment Grade Credit Fund is an actively managed portfolio that invests primarily in investment grade global corporate instruments. 2 of 4 0 50 100 150 200 250 https://global.pimco.com/en-gbl/6qdwlh3c75x5, https://global.pimco.com/en-gbl/6qdwlhmyx4qb, https://global.pimco.com/en-gbl/6qjgygz10px8, https://global.pimco.com/en-gbl/6qjgyh6gmd5g, https://global.pimco.com/en-gbl/6qjgyhkdc99w. {{ overviewDataJSON.oldest_shareclass_inception_date }}. The Fund may use or invest in financial derivative instruments and be subject to various risks (including for e.g. 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. Understand the different options available for bonds. Long-term capital appreciation is a secondary objective. 9 MIN. 5 MIN. The Funds typically offer different share classes, which are subject to different fees and expenses (which may affect performance), have different minimum investment requirements and are entitled to different services. What are the major asset classes and how do they differ? In Topic 1 of this series, we covered the basic concept of bonds along with the different types available. It does not constitute investment, tax or legal advice. 199804652K. 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. The 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. {{ overviewDataJSON.oldest_shareclass_inception_date }}. Learn to explain to investors how interest rates are determined, examine the close relationship between interest rates and bonds, and discuss interest rate risk within the context of your investors portfolio. In this series, learn the basics of alternative strategies and how they may help investors reach their long-term objectives, even in times of market uncertainty. Visit our website for a full menu of products and services at pimco.com.sg INSTITUTIONAL CLASS ACCUMULATION AND INCOME SHARES Morningstar Rating Fund Description The primary investment objective of the Fund is to seek high current income, 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. Prospective investors should read the Fund's Singapore Prospectus before deciding whether to subscribe for or purchase shares in any of the Funds. 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. 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. liquidity risk, interest rate risk, market risk, credit risk and management risk etc.) 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. Results are not indicative of future performance. All periods longer than one year are annualised. 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 . PIMCO Funds: Global Investors Series plc has appointed PIMCO Asia Pte Ltd as the Singapore Representative. In the case of the Fund, the Fund may at its discretion pay dividends out of capital which may result in an immediate reduction of the Funds NAV per share. 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