StocksPLUS™ Fund Investor USD Accumulation
ISIN IE0005304443 / Valor 1053897
StocksPLUS™ Fund Investor 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 allows for potential excess returns over equities that are uncorrelated with active equity managers.
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.com.sg/en-sg/investments/gis/stocksplus-fund/inst-acc
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