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Commodities Plus Strategy Fund (PIMCO)

The CommoditiesPLUS Strategy Fund (PIMCO) is a unit-linked fund that gives you the opportunity to gain exposure to commodity returns. It does this by investing in the PIMCO CommoditiesPlus Strategy Fund.

Main features

  • Invests in commodities that could include, energy, livestock, grains, metals.
  • Managed by PIMCO Global Advisors (Ireland) Ltd.
  • Some assets invested outside the Eurozone.
  • Risk rating: 5

Who should invest in the fund?

  • Suitable for investors who are comfortable with a high level of risk.
  • For investors looking for high growth potential, and who want exposure to a range of physical resources.
  • Appeals to investors with a medium to long-term investment horizon.

Find out if this fund is available for your product choice (PDF - 278 KB)

How it works

The fund offers exposure to the broadly diversified Bloomberg Commodity Index. The Fund invests in commodities, such as energy, livestock, grains, industrial metals and precious metals.

As this fund invests some of its assets outside the Eurozone, a currency risk arises for a euro investor. This fund is managed by PIMCO Global Advisors (Ireland) Limited.

Asset Split**

Annualised Performance (%)*

*Notes: Annual management charges (AMC) apply. The fund performance shown is before the full AMC is applied on your policy.

Returns are based on offer/offer performance and do not represent the return achieved by individual policies linked to the fund.

The fund price/performance shown is for the Pension / Gross of Tax Funds category.

*Source: Zurich Life

**Note: Asset Splits are updated monthly.

Why PIMCO?

PIMCO is a leading global investment management firm, with offices in 12 countries throughout North America, Europe and Asia. Founded in 1971, PIMCO offers a wide range of innovative solutions to help millions of investors worldwide meet their needs. PIMCO has assets under management of $1.97 trillion* and employs over 2,000 employees.

*Source: PIMCO, June 2014.

PIMCO Europe Ltd is authorised and regulated by the Financial Conduct Authority in the UK. PIMCO Global Advisors (Ireland) Limited is regulated by the Central Bank of Ireland.

Warning: Past performance is not a reliable guide to future performance.
Warning: Benefits may be affected by changes in currency exchange rates.
Warning: The value of your investment may go down as well as up.
Warning: If you invest in these funds you may lose some or all of the money you invest.

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