What is Unconstrained Tax Managed Bond Strategy?
The PIMCO Unconstrained Tax Managed Bond Strategy is an absolute return–oriented, fixed income strategy that embodies PIMCO’s secular thinking, global themes, and integrated investment process without the constraints of a benchmark or significant sector/instrument limitations. The strategy represents the full expression of PIMCO’s investment expertise in a tax-efficient portfolio.
The strategy is designed to offer the traditional benefits of a core bond approach – capital preservation, liquidity and diversification – but with higher alpha potential and the opportunity to mitigate downside risk to a greater degree than what is reasonably possible from traditional active fixed income management approaches.
The Unconstrained Tax Managed Bond Strategy Provides Investors with the Opportunity for:
- Attractive after-tax risk-adjusted return
- High current income and capital preservation
- Material diversification benefits