Fund name



Investment type

PIMCO EQT Wholesale Australian Bond Fund ETL0015AU  PMF04 Fixed Interest
PIMCO EQT Wholesale Australian Focus Fund ETL0182AU  PMF05 Fixed Interest
PIMCO Wholesale Capital Securities Fund ETL0445AU   Fixed Interest
PIMCO EQT Wholesale Diversified Fixed Interest Fund ETL0016AU  PMF02 Fixed Interest
PIMCO EQT Wholesale Emerging Markets Bond Fund ETL0017AU   Fixed Interest
PIMCO EQT Wholesale Global Bond Fund


 PMF03 Fixed Interest
PIMCO EQT Wholesale Global Credit Fund ETL0019AU  PMF01 Fixed Interest
PIMCO EQT Wholesale Global RealReturn Fund ETL0020AU   Fixed Interest 
PIMCO EQT Wholesale Unconstrained Bond Fund ETL0404AU   PMF06 Fixed Interest 


Fund Manager of the Year, Australia
Fixed Interest Category*


Australian Fixed Interest (Finalist)


Global & Diversified Fixed Interest (Finalist)

 PIMCO Winner - Fixed Interest  PIMCO Winner - Global Fixed Interest
Morningstar FMOY 2010 PIMCO   Morningstar FMOY 2009 PIMCO

PIMCO Australia is part of the PIMCO Group which began in 1971 as Pacific Investment Management Company and is one of the world’s leaders in fixed interest investments. The PIMCO Group has its head office in Newport Beach, California and in the mid 1990s expanded into global markets and now has offices located in Hong Kong, New York, Munich, London, Tokyo, Singapore, Toronto and Sydney.
PIMCO applies a diverse range of strategies including duration analysis, credit analysis, relative value analysis, sector allocation and rotation and security selection. PIMCO concentrates on two sources of return when assessing potential investments:

  • sector allocation and rotation; and
  • ‘bottom up’ credit analysis of individual bonds and issuers.

Historically the allocation between various sectors of the bond market has been an important source of return in investment portfolios. PIMCO’s sector allocation is driven by its economic overview which is determined by a combination of its long-term (secular) outlook and short term (cyclical) outlook.

The secular outlook focuses on economic fundamentals such as trends in productivity and interest rates over a five year period. The cyclical outlook fine tunes the secular outlook over a one year horizon.

*© 2015 Morningstar, Inc. All rights reserved. Neither Morningstar, its affiliates, nor the content providers guarantee the data or content contained herein to be accurate, complete or timely nor will they have any liability for its use or distribution. Any general advice or ‘class service’ have been prepared by Morningstar Australasia Pty Ltd (ABN: 95 090 665 544, AFSL: 240892) and/or Morningstar Research Ltd, subsidiaries of Morningstar, Inc, without reference to your objectives, financial situation or needs. Refer to our Financial Services Guide (FSG) for more information at www.morningstar.com.au/s/fsg.pdf. You should consider the advice in light of these matters and if applicable, the relevant Product Disclosure Statement (Australian products) or Investment Statement (New Zealand products) before making any decision to invest. Our publications, ratings and products should be viewed as an additional investment resource, not as your sole source of information. Past performance does not necessarily indicate a financial product’s future performance. To obtain advice tailored to your situation, contact a professional financial adviser. Some material is copyright and published under licence from ASX Operations Pty Ltd ACN 004 523 782 ("ASXO").

**The Professional Planner | Zenith Fund Awards are determined using proprietary methodologies. Fund Awards were issued October 10, 2014 and are solely statements of opinion and do not represent recommendations to purchase, hold, or sell any securities or make any other investment decisions. Ratings are subject to change.