Income Solutions for Australian Investors

Designed to help investors achieve their income objectives in an increasingly complex and volatile environment, PIMCO's suite of income solutions take a risk-focused, flexible approach to generating attractive income. Each of our funds provide access to our time-tested investment process, which combines our macroeconomic views with rigorous credit research, security analysis and risk management, and world-class portfolio management expertise.

Learn More »

See how this suite of funds can play a role in your overall strategy:

Navigating Rising Rates with the PIMCO Income Fund

Cash and Bonds, the Current State

More from PIMCO

Reset All

Contact your PIMCO Account Manager

PIMCO Global Wealth Management, Australia

Brendon Rodda
Head of Distribution
+61 478 116 146

Haydn Scott
Account Manager
+61 497 555 335

Hugh Holden
Account Manager
+61 400 092 510

Caitriona Wortley
Account Manager
+61 414 604 174

Tony Cahill
Account Manager
+61 438 801 975

David Orazio
Account Manager
+61 405 570 310


A word about risk : Investing in the bond market is subject to risks, including market, interest rate, issuer, credit, inflation risk, and liquidity risk. The value of most bonds and bond strategies are impacted by changes in interest rates. Bonds and bond strategies with longer durations tend to be more sensitive and volatile than those with shorter durations; bond prices generally fall as interest rates rise, and the current low interest rate environment increases this risk. Current reductions in bond counterparty capacity may contribute to decreased market liquidity and increased price volatility. Bond investments may be worth more or less than the original cost when redeemed. Investments in value securities involve the risk the market's value assessment may differ from the manager and the performance of the securities may decline. Investing in securities of smaller companies tends to be more volatile and less liquid than securities of larger companies. Investing in foreign denominated and/or domiciled securities may involve heightened risk due to currency fluctuations, and economic and political risks, which may be enhanced in emerging markets. Mortgage and asset-backed securities may be sensitive to changes in interest rates, subject to early repayment risk, and their value may fluctuate in response to the market's perception of issuer creditworthiness; while generally supported by some form of government or private guarantee there is no assurance that private guarantors will meet their obligations. High-yield, lower-rated, securities involve greater risk than higher-rated securities; portfolios that invest in them may be subject to greater levels of credit and liquidity risk than portfolios that do not. Equities may decline in value due to both real and perceived general market, economic and industry conditions. Derivatives may involve certain costs and risks such as liquidity, interest rate, market, credit, management and the risk that a position could not be closed when most advantageous. Investing in derivatives could lose more than the amount invested. Diversification does not ensure against loss.

Research House Disclaimers

Please refer to relevant research house disclaimer to obtain further information about the meaning of the rating and the rating scale. Rating is only one factor to be taken into account when deciding whether to invest.

Morningstar ratings are only shown for those funds that have achieved a 4 or 5 star rating. Ratings for other share classes are either lower or not available. The minimum initial investment for the Institutional class shares is $1 million; however, it may be modified for certain financial intermediaries who submit trades on behalf of eligible investors.

Morningstar™ Rating as 31 March 2016 for the institutional share class; other classes may have different performance characteristics. For the PIMCO Income Fund: Overall 5 Star (231 funds rated); 3 Yrs. 5 Stars (231 funds rated); 5 Yrs. 5 Stars (169 funds rated). For funds with at least a three-year history, Morningstar calculates a Morningstar Rating based on a risk-adjusted return measure that accounts for variation in a fund's monthly performance (including the effects of sales charges, loads and redemption fees) with an emphasis on downward variations and consistent performance. The top 10% of funds in each category receive 5 stars, the next 22.5% receive 4 stars, the next 35% receive 3 stars, the next 22.5% receive 2 stars and the bottom 10% receive 1 star. The Overall Morningstar Rating is a weighted average of the performance figures for its 3-, 5- and 10-yr (if applicable) Morningstar Rating metrics. Morningstar, Inc.® 2016. All rights reserved. The information contained herein: (1) is proprietary to Morningstar and/or its affiliates; (2) may not be copied or distributed and (3) is not warranted to be accurate, complete or timely. Neither Morningstar nor its content providers are responsible for any damages or losses arising from any use of this information.