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PIMCO All Asset Strategy
Investment Style
All asset is an actively managed, multi-market strategy that allocates assets tactically among multiple PIMCO strategies, including both conventional and alternative market sectors. The objective of All Asset is to achieve maximum real return (total return less inflation), seeks returns of 500-600 basis points above the Consumer Price index consistent with real-capital preservation and prudent investment management. In making decisions for the strategy, we consider various quantitative and qualitative data relating to the U.S. and Non-U.S. economies and securities markets. This data includes current yields, projected growth trends, forecasts for interest rates and the relationship between valuation levels in the equity and fixed income markets and various segments within those markets, the outlook and projected growth of various industrial sectors, information relating to the business cycles, and borrowing needs and the cost of capital.
Benchmark
Barclays Capital Global Real: 1-10 Year U.S. TIPS Index
Portfolio Duration
Average of strategies held (All Asset does not invest in securities directly, but in other PIMCO strategies)
Market Sectors Utilized
All sectors in which PIMCO operates, including Government, Corporate, Mortgage, Money Market, Emerging Market, Inflation-Indexed, Equity and Commodity
Value Added
Real Return seeks to add value through multiple sources including:
  • Tactical Asset Allocation
  • Active Yield Curve Management
  • Quantitative Research
  • Sector Rotation
  • Bottom Up Techniques to Identify Undervalued Securities
  • Credit Research
  • Volatility Analysis
  • Cost Efficient Trading
For more information, please go to the Contact Us page.

 

Singapore1
PIMCO Asia Pte. Ltd
(Registration No.199804652K)
501 Orchard Road #08-03
Wheelock Place
Singapore 238880
65 6491-8000

Hong Kong2
PIMCO Asia Limited
24th Floor
Units 2403 & 2405
Nine Queen’s Road Central
Hong Kong
852-3650-7700

1 Regulated by the Monetary Authority of Singapore as a holder of a capital markets services license for fund management, and an exempt financial adviser. The services and products provided by PIMCO Asia Pte Ltd are available only to accredited investors, expert investors and institutional investors as defined in the Securities and Futures Act. The investment management services and products are not available to persons where provision of such services and products is unauthorised.

2 Licensed by the Securities and Futures Commission for Types 1, 4 and 9 regulated activities under the Securities and Futures Ordinance (“SFO”). The services and products provided by PIMCO Asia Limited are available only to professional investors as defined in the SFO. The asset management services and investment products are not available to persons where provision of such services and products is unauthorised.

Each sector of the bond market entails risk. The guarantee on Government Bonds is to the timely repayment of principal and interest. Value of the units or shares in a fund is not guaranteed. Mortgage-backed securities & Corporate Bonds may be sensitive to interest rates. When interest rates rise the value of fixed income securities generally declines. There is no assurance that private guarantors or insurers will meet their obligations. Investing in non-U.S. securities may entail risk due to foreign economic and political developments and may be enhanced when investing in emerging markets. Money markets are not insured or guaranteed by FDIC or any other government agency and there can be no assurance that any money market will be able to maintain a net asset value of $1.00 per share. Inflation indexed bonds principal value adjusts to the rate of inflation. If the index measuring inflation rises or falls, the principal value of the inflation-indexed bonds will be adjusted accordingly, and consequently the interest payable on these securities will be influenced. Investing in convertibles may entail risk. The portfolios that invest in convertibles may have to convert before otherwise beneficial, which may have an adverse effect on the portfolios ability to achieve its investment objective. Barclays Capital Global Real US TIPS Index represents an unmanaged market index made up of U.S. Treasury Inflation Linked Index securities. 

Barclays Capital U.S. TIPS: 1-10 Year  is an unmanaged index market  comprised of U.S. Treasury Inflation Protected securities having a maturity of at least 1 year and less than 10 years. Prior to November 1, 2008, this index was published by Lehman Brothers. It is not possible to invest directly in an unmanaged index.

Past performance is no guarantee of future results. No part of this publication may be reproduced in any form, or referred to in any other publication, without express written permission.

Copyright 2008, PIMCO


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