The TRENDS Managed Futures Strategy seeks to provide positive returns when investors need them the most, particularly during equity market downturns, by capturing momentum across equities, fixed income, currencies, and commodities.
Return: Attractive potential return in a low-return world
Independent: Seeks to profit from market moves in any direction
Crisis alpha: Aims to provide diversification during risk market sell offs
Why Invest In This Fund
Adapting quickly to new trends
This helps to increase diversification benefits, because our shorter-term trend windows aim to quickly respond to changes in markets.
Getting the most out of the biggest trends
We scale up positions when trends are strong, and reduce them if trends are weak. This may increase performance when trends are strong, potentially leading to higher returns.
Actively managing collateral
A core PIMCO proficiency, actively managed collateral provides an additional source of potential alpha for investors. There are no hidden fees on collateral management.
Incorporating forward-looking macro insight into research
Insights from our time-tested macroeconomic investment process are incorporated into model design, acknowledging that the future may not look like the past.
All investments, including investments in managed investment schemes such as the Fund, come with a degree of risk. Risks associated with this Fund include, but are not limited to, Derivatives Risk, Model Risk, Leveraging Risk, Commodity Risk, Equity Risk, Interest rate Risk and Management Risk. For further risk information associated with the Fund, please read the Fund’s Product Disclosure Statement.
There has been no changes to the key service providers, related party status of the Fund, the Fund’s risk profile, the Fund’s strategy and the investment team.
Bloomberg AusBond Bank Bills Index
PRIMARY BENCHMARK DESCRIPTION
The Bloomberg AusBond Bank Bills Index is an unmanaged index representative of the total return performance of Australian money market securities. It is not possible to invest in an unmanaged index.
Annually with Daily Accrual
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