Text on screen: PIMCO Income Fund – 10 years of meeting the income challenge
Footage from 2007 of Dan Ivascyn and Alfred Murata working.
For the last 10 years, investors have looked to us to help meet their income needs and financial goals.
Shots of a bamboo forest.
In our effort to achieve this, we’ve stayed true to an investment approach that has the flexibility to bend with changing markets, but not break.
Footage from 2007 of Dan Ivascyn and Alfred Murata working.
It’s this approach that has successfully navigated challenging markets,
Shots of PIMCO employees working one half of the screen and shots of the New York Stock Exchange on the other half.
delivering consistent income with a focus on risk management and long-term capital appreciation.
And the market events of the last 10 years have not been for the feint of heart.
Series of shots with text on screen: Housing Crisis (2007) and shot of an open house sign, Global Financial Crisis (2007-2009) and shot of article showing market losses, European Debt Crisis (2011) and shot of European Union flags, Taper Tantrum (2013) and shot of Wall Street Bull statue, Chinese Yuan Devaluation (2015) and shot of Shenzhen Stock Exchange, Fed rate hikes (2015-2016) and shot of U.S. Federal Reserve Building, Brexit (2016) and shot of Buckingham Palace and Big Ben.
Investors struggled to meet their financial needs while the decade tested the mettle of even the most experienced managers.
Multiple shots on screen of families and investors.
Through it all, Income Fund’s approach has always been focused on investors and their growing need for income.
Shots of PIMCO employees working.
We have worked to meet this need by balancing two kinds of fixed-income assets: higher yielding securities that we expect will perform well if economic growth beats expectations; and higher quality securities that tend to do well in tougher times.
The fund is actively managed, flexible and built on PIMCO’s time-tested top-down, bottom-up investment process.
Its award-winning investment team, named Morningstar Fixed Income Manager of the Year in 2013,
Shots from a PIMCO forum.
leverages our vast global resources to uncover the best income opportunities for our investors.
Shots of PIMCO employees working.
An approach that has garnered a number of industry awards and accolades.
Graphic: Morningstar logo and 5 stars
Text on screen: Overall Morningstar Rating for PIMCO Income Fund Institutional Class, as of 2/28/2017 rated against 220 funds based on risk-adjusted returns. Category: Multisector Bond.
Graphic: 2016 Thomson Reuters Lipper Fund Awards
Text on screen: Best Thomson Reuters Lipper Multi-Sector Income Fund of 2016: 3 & 5 Years
The 2016 Lipper Fund Award recognized PIMCO Income Fund (Institutional Class) for its 3- and 5-year performance. The award recognizes funds that had delivered consistently strong risk-adjusted performance, relative to peers.
Shots of PIMCO Newport Beach office.
Even after 10 years what really matters is what’s ahead.
Shot of a meeting, Dan Ivascyn speaking, and an aerial view of a city.
How will we navigate an uncertain world? Where do we see the next wave of opportunities and challenges?
Shots of three different cities.
How will we actively manage these in an effort to continue to deliver consistent income for our investors?
Shots of a PIMCO meeting, Alfred Murata speaking, employees working and PIMCO Newport Beach Office.
PIMCO Income Fund will strive to do what it always has, bend but not break.
Shot of a bamboo forest.
Text on screen: PIMCO Income Fund – PIMIX@10