An Attractive Solution for Retiring Investors

PIMCO Income Strategy may be an attractive option for income-oriented investors who seek a bond investment that offers a relatively high and consistent income stream with an emphasis on high quality and diversification. The strategy seeks to maximize current income as its primary objective while still emphasizing total return.

It potentially can satisfy the demands of an income-oriented investor who wants to invest in a diversified portfolio of multi-sector fixed-income portfolio. The strategy combines the PIMCO total-return active management style with techniques that seek to maximize distributable income.

Turn Savings into Retirement Income

PIMCO Experience in Maximizing Income

Benefits of Income Strategy Investing

Tapping into a Broader Set of Income Opportunities

Maximizing Income Using a Total‑Return Approach

Income Strategy Applications

Investment Philosophy

Sources of Potential Additional Value

Risk Management/Controls

How To Invest

Related Strategies

Fixed Income

Related

Disclosures

Past performance is not a guarantee or a reliable indicator of future results. All investments contain risk and may lose value. Investing in the bond market is subject to certain risks including market, interest rate, issuer, credit, and inflation risk. Investing in foreign denominated and/or domiciled securities may involve heightened risk due to currency fluctuations, and economic and political risks, which may be enhanced in emerging markets. Sovereign securities are generally backed by the issuing government, obligations of U.S. Government agencies and authorities are supported by varying degrees but are generally not backed by the full faith of the U.S. Government; portfolios that invest in such securities are not guaranteed and will fluctuate in value. High-yield, lower-rated, securities involve greater risk than higher-rated securities; portfolios that invest in them may be subject to greater levels of credit and liquidity risk than portfolios that do not. PIMCO strategies utilize derivatives which may involve certain costs and risks such as liquidity, interest rate, market, credit, management and the risk that a position could not be closed when most advantageous. Investing in derivatives could lose more than the amount invested. The credit quality of a particular security or group of securities does not ensure the stability or safety of the overall portfolio. There is no guarantee that this investment strategy will work under all market conditions and each investor should evaluate their ability to invest for a long-term especially during periods of downturn in the market. Diversification does not ensure against loss.

Barclays Capital U.S. Aggregate Index represents securities that are SEC-registered, taxable, and dollar denominated. The index covers the U.S. investment grade fixed rate bond market, with index components for government and corporate securities, mortgage pass-through securities, and asset-backed securities. These major sectors are subdivided into more specific indices that are calculated and reported on a regular basis. It is not possible to invest directly in an unmanaged index.

This material contains the current opinions of the manager and such opinions are subject to change without notice. This material has been distributed for informational purposes only and should not be considered as investment advice or a recommendation of any particular security, strategy or investment product.