Fund Overview. AGREED TO AND ACCEPTED BY: PACIFIC FUNDS SERIES TRUST . Stock quotes by finanzen.net. SUPPLEMENT DATED DECEMBER 31, 2014 . Qualitative due diligence meetings are then conducted with the selected management firms to assess firm stability, performance repeatability, and investment style adherence. Seeks long-term growth of capital and low to moderate income. P . The model defines the asset classes, and the percentage of each, to include in the fund. A fund-of-funds does not guarantee gains, may incur losses and/or experience volatility, particularly during periods of broad market declines, and is subject to its own expenses along with the expenses of the underlying funds. International Small-Cap Fund, and Dated August 1, 2014 for all other Funds Investors should consider a fund's investment goal, risks, charges, and expenses carefully before investing. TO THE PACIFIC FUNDS STATEMENT OF ADDITIONAL INFORMATION DATED DECEMBER 1, ... Western Asset Management Company, LLC operates from offices in California and New York. A significant portion of the fund's assets will be invested in investment grade debt securities, including domestic debt, and U.S. dollar denominated debt issued by foreign entities in developed markets, which are available as collateral for the fund's derivative positions. With more than 150 years of experience, hundreds of thousands of individuals, families, and businesses trust Pacific Life to help with their financial future. Using the asset class model as a framework, the specific percentage that will be invested into each underlying fund is determined according to the fund’s target-risk objectives. With the news that veteran Schroders fund manager Matthew Dobbs will be retiring next year, Trustnet gauges fund pickers’ reactions to the news. PLFA also directly co-manages the PF Multi-Asset Fund with Pacific Asset Management. Seeks current income and moderate growth of capital. ... Each Pacific Dynamix Portfolio is a fund-of-funds that invests in a broad array of index-based underlying funds. Pacific Life Fund Advisors comments on the December 16, 2015 rate hike announcement and shares their view on the impact it may have on markets. Multi-Asset Pacific Life Fund Advisors LLC (PLFA) is the manager for Pacific Funds Portfolio Optimization Funds. PLFA applies an investment approach using three fundamental disciplines: asset allocation, manager research, investment risk management. Our managers seek to deliver consistent results with downside protection strategies to help shareholders meet their long-term financial goals. With more than 150 years of experience, hundreds of thousands of individuals, families, and businesses trust Pacific Life to help with their financial future. Pacific Life Fund Advisors relies on three core principles to guide its investment decisions, which include a balanced process, an integrated team, and a diversified approach. Email, Pacific Life Fund Advisors Views on the Fed Decision One Step Diversification with Portfolio Optimization Funds Fund Overview. The investment seeks capital appreciation. The underlying funds in the Portfolio Optimization Funds are managed by some of the most well-recognized management firms in the industry. Email. Portfolio Optimization Funds make diversification easier for you by offering: Each Portfolio Optimization Fund is a fund-of-funds diversified among multiple asset classes, providing you with a core asset allocation solution to help meet your financial goals. SUPPLEMENT DATED MAY 1, 2015 . Multi-Asset. ... ADDITIONAL INVESTMENT STRATEGIES OF THE FUNDS In the PF Managed Bond Fund section, the following will be added as the second paragraph: A Dedicated Team that Manages Multi-Asset Class Solutions. Pacific Funds are distributed by Pacific Select Distributors, LLC (member FINRA & SIPC), a subsidiary of Pacific Life Insurance Company (Newport Beach, CA), and are available through licensed third parties. (MFC0641-0920) 37.50%. Investment Goal: The Fund seeks high, long-term capital appreciation. All management firms may not be represented in all Portfolio Optimization Funds. There is a risk that you could achieve better returns by investing in an individual fund or multiple funds representing a single asset class rather than using asset allocation. The Multi-Asset Core Fund seeks to provide long-term capital growth by offering a diversified portfolio of funds and separate accounts investing in U.S. and non-U.S. stocks, global real assets, and bonds. (MFC0684-0920) Investment Goal: The Fund seeks current income and moderate growth of capital. © 2020 Insider Inc. and finanzen.net GmbH (Imprint). Rigorous analysis and stress testing are performed to identify and evaluate fund risks and, if necessary, adjust allocations accordingly. Under normal circumstances, the fund buys and sells total return swap agreements to gain exposure to the U.S. and developed foreign equity markets, including growth and value styles, that may be denominated in foreign currencies. Third-party trademarks and service marks are the property of their respective owners. Actions. Investment Goal: The Fund seeks current income and preservation of capital. Pacific Funds offers five Portfolio Optimization Funds, allowing you to match the appropriate fund to your financial objectives, risk tolerance, and time horizon. While an investor nearing retirement may have different financial objectives than one just embarking on a career, both should consider employing diversification. The idea of a fund or investment trust is that many small savers lump their money togehter. STATEMENT OF ADDITIONAL INFORMATION . For any further questions, please contact us. Pacific Funds are distributed by Pacific Select Distributors, LLC (member FINRA & SIPC), a subsidiary of Pacific Life Insurance Company (Newport Beach, CA), and are available through licensed third parties. Institutional investing isn't easy. There is no guarantee the Funds will achieve their investment objectives. They may not be representative of the fund's current or future investments. Some breakdowns may be intentionally limited to a particular asset class or other subset of the fund's entire portfolio, particularly in multi-asset class funds where the attributes of the equity and fixed income portions are different. Schroders is a world-class asset manager operating from 35 locations across Europe, the Americas, Asia, the Middle East and Africa. Copyright 2020 © Pacific Life Insurance Company. Each fund is structured as a fund-of-funds (a mutual fund that invests in other mutual funds) that has been diversified to achieve a specific target-risk level using a strategic mix of multiple asset classes. Established in 2007, Pacific Life Fund Advisors provides multi-asset and balanced allocation solutions through its asset allocation, manager research, and investment risk-management functionalities. Currently, each fund includes up to 19 individual asset classes, which spreads risk across various markets. Pacific Multi-Asset Accumulator - Core Fund USD Institutional Class + Add to watchlist. Commerce Policy | These mutual funds—PFM Multi-Manager Domestic Equity Fund, PFM Multi-Manager International Equity Fund, and PFM … Pacific Life Corporate Each fund is structured as a fund-of-funds (a mutual fund that invests in other mutual funds) that has been diversified to achieve a specific target-risk level using a strategic mix of multiple asset classes. Seeks moderately high, long-term capital appreciation with low, current income. First Trust Multi Income Allocation Portfolio. (MFP0674-0320) Pacific Multi-Asset Accumulator - Core Fund USD Institutional Class. Registration on or use of this site constitutes acceptance of our, Fidelity® Variable Insurance Products Index 500 Portfolio Initial Class, Nationwide S&P 500 Index Fund Service Class, Shelton Capital Management S&P 500 Index Fund Direct Shares. A short video explaining how Portfolio Optimization Funds help provide the opportunity to expand your business. View mutual fund news, mutual fund market and mutual fund interest rates. Our Terms of service and Privacy Policy provide the opportunity to expand your business benchmark over a market... Announced.Lipper measures the winners by their risk-adjusted returns over multiple periods standards, thought leadership, and style... Pacific asset management, 2014 for all other Funds Fund Overview regarding Insurance or trust. 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