What Is PIMCO’s U.K. Total Return Bond Strategy?
The investment objective of the PIMCO U.K. Total Return Bond Strategy is to seek to maximize total return, consistent with preservation of capital and prudent investment management. The U.K. Total Return Strategy focuses on generating returns from both income and capital appreciation. The strategy will invest at least two-thirds of its assets in sterling-denominated fixed-income securities but may take diversified, off-benchmark positions in other bond markets.
PIMCO’s investment process includes both top-down and bottom-up decision making. The first and most important step in our process is to get the long run right. We believe that analysing secular economic and political influences is fundamental to sound portfolio decisions. Holding a firm long-term view helps guard against becoming caught up in periodic bouts of euphoria and depression that often characterise financial markets.
Our time-tested investment process allows us to identify various sources of added value as part of both top-down and bottom-up decision-making. Top-down strategies may include duration, yield curve positioning and sector rotation; bottom-up strategies typically involve analysis and selection of specific securities. Emphasis on top-down and bottom-up strategies does vary over the business cycle, depending upon opportunities available at any given time. Key features of our process are:
BofA Merrill Lynch Sterling Broad Market Index tracks the performance of GBP denominated investment grade debt publicly issued in the eurobond or UK domestic market, including Gilts, quasi-government, corporate, securitized and collateralized securities. Qualifying securities must have an investment grade rating (based on an average of Moody s, S&P and Fitch) and an investment grade rated country of risk (based on an average of Moody s, S&P and Fitch foreign currency long term sovereign debt ratings). It is not possible to invest directly in an unmanaged index.
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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