The PIMCO RAE Fundamental PLUS U.S. Strategy offers investors exposure to U.S. equities via the Enhanced Research Affiliates Fundamental Index (Enhanced RAFI®) U.S. Large strategy. This methodology seeks to outperform traditional equity indexes by weighting stocks according to their economic footprint (e.g., measures such as sales, cash flow, dividends, book value) rather than their market capitalisation. Additionally, incorporating PIMCO’s innovative StocksPLUS™ approach, the strategy uses equity derivatives to provide investors with full equity exposure, while leaving the bulk of their capital free to be invested in a high quality, absolute return-oriented fixed income portfolio, delivering a second, independent source of potential excess return.
This strategy offers investors persistent, meaningful potential excess returns over global equity markets without a corresponding increase in volatility.
Potential benefits of this strategy include:
The information on this web site is for residents of Europe only.
All material contained on the Exchange-Traded Funds section of this website is purely for informational purposes only and is not intended as investment advice. Investors should seek financial advice before making any investment decisions.
The products and services are available only to residents of those jurisdictions. The information on this web site does not constitute an offer for products or services, or a solicitation of an offer to any persons outside of Europe who are prohibited from receiving such information under the laws applicable to their place of citizenship, domicile or residence. Copyright ©2017 PIMCO Europe Limited. All rights reserved.
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