PIMCO

Fund name

Classification

Investment type

PIMCO EQT Global Bond Fund Wholesale
mFund
Retail
Fixed Interest
PIMCO EQT Australian Bond Fund Wholesale
mFund
Retail
Fixed Interest
PIMCO EQT Wholesale Australian Focus Fund Wholesale
mFund
Fixed Interest
PIMCO EQT Wholesale Diversified Fixed Interest Fund Wholesale
mFund
Fixed Interest
PIMCO EQT Wholesale Emerging Markets Bond Fund Wholesale Fixed Interest
PIMCO EQT Wholesale Global Credit Fund

Wholesale
mFund

Fixed Interest
PIMCO EQT Wholesale Global Real Return Fund Wholesale Fixed Interest
PIMCO EQT Wholesale Unconstrained Bond Fund  Wholesale
mFund
Fixed Interest 
EQT Premium Bond Fund Retail Fixed Interest

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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, nor its affiliates nor their 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. To the extent that any of this information constitutes advice, it is general advice and has been prepared by Morningstar Australasia Pty Ltd ABN: 95 090 665 544, AFSL: 240892 and/or Morningstar Research Limited (subsidiaries of Morningstar, Inc.) without reference to your objectives, financial situation or needs. You should consider the advice in light of these matters and, if applicable, the relevant Product Disclosure Statement (in respect of Australian products) or Investment Statement (in respect of New Zealand products) before making any decision to invest. Neither Morningstar, nor Morningstar’s subsidiaries, nor Morningstar’s employees can provide you with personalised financial advice. To obtain advice tailored to your particular circumstances, please contact a professional financial adviser. Please refer to our Financial Services Guide (FSG) for more information www.morningstar.com.au/fsg.asp 

**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.