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Pacific Investment Management Company LLC
TEL: 949-720-6000FAX: 949-720-1376
Shareholder Services TEL: 800-927-4648 6AM - 4PM PST
TEL: +1 737-990-3000
Gurtin Municipal Bond Management, a PIMCO Company
TEL: (858) 436-2200FAX: (858) 436-2201
PIMCO Asia Limited
PIMCO Europe Ltd
TEL: +44 (0) 20 3640 1000 FAX: +44 (0) 20 3640 1007
Shareholder servicesTEL: +44 (0) 20 3640 14079AM to 5PM
Registered in UK and Wales, Company No. 2604517LEI: 549300GHCCJWKY72R127
PIMCO Europe Ltd - ItalySede legale
TEL: +39 02 9475 5400FAX: +39 02 9475 5402
Iscritta al Registro delle Imprese in Italia al n. 07533910969LEI: 549300GHCCJWKY72R127
PIMCO Europe GmbH
TEL: +49 89 26209 6000FAX: +49 89 26209 6005
Registriert in Deutschland, Firmennr. 192083Eingetragener Firmensitz LEI: 549300KW6332H0XL8X85
TEL: +1 212-776-1500FAX: +1 212-776-1520
TEL: +55 (11) 3957-3300FAX: +55 (11) 3957-3320
PIMCO Asia Pte. Ltd
TEL: 65 6491-8000FAX: 65 6538-2700
Registration No. 199804652KLEI: 549300JX6BNKEHZFQE44
TEL: (858) 436-2200 FAX: (858) 436-2201
PIMCO Australia Pty. Ltd
TEL: 612-9279-1771 FAX: 612-9279-2580
ABN 54 084 280 508AFS Licence 246862 LEI: 549300RE60KX7TX1DZ43
PIMCO Japan Ltd.
TEL: 813-5777-8150 FAX: 813-5777-8151
PIMCO Canada Corp.
TEL: +1 416 368 3350 FAX: +1 416 368 3576
TEL: +41 44 512 49 10
Registered in Switzerland, Company No. CH-020.4.038.582-2LEI: 549300GHCCJWKY72R127
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Seeks total return which exceeds that of its benchmark
Equity exposure of the RAE Emerging Markets portfolio is obtained using equity-linked instruments, allowing the fund to generate additional returns from a flexible bond alpha strategy.
The fund invests in a diversified portfolio of U.S. stocks using the Research Affiliates Equity (RAE) strategy, an innovative value approach designed to outperform the MSCI Emerging Markets Value Index.
RAE is a systematic strategy that selects undervalued stocks using valuation metrics designed by Research Affiliates, while also incorporating quality and momentum signals to improve performance. The RAE strategy combines several well-researched measures of each signal to achieve higher returns over time.
Selected stocks are weighted based on fundamental measures of company size such as sales, cash flows, dividends and book value. This weighting methodology allows the fund to capitalize on market inefficiencies by systematically buying low and selling high and benefit from long-term mean reversion in stock prices.
The fund’s unique rules-based approach seeks a consistent investment process and a contrarian portfolio designed to deliver market outperformance.
PIMCO introduced the groundbreaking StocksPLUSstrategy in 1986 - the same award-winning approachused across our “PLUS” portfolios - which capitalizeson the depth and breadth of PIMCO’s global resources.PIMCO has partnered with Research Affiliates to deliversystematic equity strategies since 2005. Today, wemanage RAE “PLUS” portfolios across a range ofobjectives and market exposures
MSCI Emerging Markets Value Index
The MSCI Emerging Markets Value Index captures large and mid-cap securities exhibiting overall value style characteristics across a group of emerging markets countries. The value investment style characteristics for index construction of the MSCI Emerging Markets Value Index are defined using three variables: book value to price, 12-month forward earnings to price and dividend yield.
MSCI Emerging Markets Index
The MSCI Emerging Markets Index is a free float-adjusted market capitalization index that is designed to measure equity market performance of emerging markets. It is not possible to invest directly in the index.
With a systematic equity approach