StocksPLUS™ Fund E USD Accumulation
ISIN IE00B1D7YP71 / Valor 2701731
StocksPLUS™ Fund E USD Accumulation
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General Objective
The StocksPLUS Fund aims to offer investors exposure to the returns of the S&P 500 Index via non-leveraged positions in futures and swaps collateralized by an actively managed portfolio of short-duration, fixed income securities. The fixed income portfolio provides the potential for excess returns relative to the index.
Fund Exposure
The fund is characterized by its exposure to the S&P 500 Index through non-leveraged positions in futures and swaps, along with an actively managed portfolio of short-duration, fixed income securities. This unique strategy aims to generate excess returns over the prevailing money market rate.
Risks
The StocksPLUS Fund is exposed to various risks, including credit and default risk, currency risk, equity risk, derivatives and counterparty risk, fixed income risk, liquidity risk, and interest rate risk. These risks could lead to fluctuations in the fund's value and potential losses for investors.
Source
https://www.pimco.de/de-de/investments/gis/stocksplus-ar-fund/inst-acc
Ratings & reviews
Kilian Kaufmann
OTHER SHARE CLASSES OF THIS FUND
