PIMCO GIS StocksPLUS™ AR Fund
The investment objective of the Fund is to seek maximum total return, consistent with prudent investment management. In accordance with the “StocksPLUS” portfolio management strategy, rather than buying physical stocks as traditional equity strategies do, the Fund invests under normal circumstances in derivatives (such as futures and total return swaps) that provide exposure to equities of US large-capitalisation companies. Derivatives can be purchased with a fraction of the capital that would be needed to purchase the equity securities directly and therefore the remaining assets can be invested in Fixed Income Instruments. The notional portfolio of equity securities that the Fund gains exposure to is selected to provide a broad diversified exposure to US equity markets. The underlying stocks are selected from these equity markets based on their market capitalisation.
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