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.

Why PIMCO for U.K. Total Return?

Main Features of the Strategy

Applications for U.K. Total Return Bond Strategy

Investment Philosophy

Investment Process

Sources of Added Value

Risk Management

How To Invest

Disclosures

Past performance is not a guarantee or a reliable indicator of future results. The value of shares can go up as well as down. The strategy may invest a portion of its assets in non-Euro securities, which can entail greater risks due to non-Euro economic and political developments. This risk may be enhanced when investing in Emerging Markets. Investment in a strategy that invests in high-yield, lower-rated securities, will generally involve greater volatility and risk to principal than investments in higher-rated securities. This strategy may use derivative instruments for hedging purposes or as part of its investment strategy. Use of these instruments may involve certain costs and risks. Portfolios investing in derivatives could lose more than the principal amount invested.