Skip to content This fund aims to deliver returns exceeding US equity market returns through a strategy combining S&P 500 index exposure with active fixed income management. It allocates the portfolio across S&P 500 derivatives backed by an actively managed fixed income portfolio, providing equity beta plus fixed income alpha potential. The strategy employs PIMCO's combined approach of passive equity exposure with active fixed income management, focused on enhancing US equity returns through bond alpha. Through StocksPLUS investment, the fund provides US equity exposure with embedded fixed income alpha, appropriate for diversified investors seeking US equity participation with potential for index outperformance. more
| Time Frame | Absolute | Annualised |
|---|---|---|
| 1-Year Return | +18.44% | +18.44% |
| 3-Year Return | +70.48% | +19.44% |
| 5-Year Return | +63.54% | +10.33% |
| 10-Year Return | +256.76% | +13.56% |
| All Time Return | +590.86% | +10.15% |
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