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Global Real Return Fund (PIMCO)

The Global Real Return Fund (PIMCO) is a unit-linked fund that gives you the opportunity to participate in the performance of government inflation-linked bonds. It does this by investing in the PIMCO Global Real Return Fund.

Main features

  • Actively managed global bond portfolio.
  • Managed by PIMCO Global Advisors (Ireland) Limited.
  • Risk rating: 4

Who should invest in the fund?

  • Investors who are comfortable with a medium level of risk.
  • Appeals to investors who have 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 is an actively managed global portfolio of inflation-linked bonds, primarily issued by developed governments such as the US, the UK, France, Germany, Italy and Japan.

It may also have limited tactical holdings, including nominal government, mortgage, corporate or money market securities.

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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