Pacific Asset Management manages a variety of funds, including the Pacific Funds Fixed Income Fund. This firm has a philosophy of investing that is unique among other asset managers. The firm manages its Fixed Income Funds by identifying investment opportunities in companies that have strong balance sheets and attractive growth prospects. For more information, visit the Paci
fic Asset Management website. You can also learn more about Pacific Life Fund Advisors LLC. We also have a brief overview of the Pacific North of South EM Equity Income Opportunities Fund.
Sg Pacific Asset Management
Sg Pacific Asset Management, Inc. is a large advisory firm located in New York. As of 2016, it manages over $1.07 billion in regulatory assets for seven client accounts. The firm has been registered with the Securities and Exchange Commission (SEC) since 2001. Its primary service is asset management for investment companies and pooled investment vehicles. It does not provide financial planning services to individual clients or engage in other business activities.
Its investment strategies include Asia Total Return Fund, Asia Small Cap Equity Fund, China Total Return Bond Fund, Dragon Growth, Healthcare Fund, and Global Equity Fund Class. It also offers a variety of other investment options, including mutual funds, fixed income securities, and commodities. The firm’s Asia Capital Equity Fund and Global Equity Fund both offer diversification strategies, with the SG Asia Alpha Fund focusing on currency trading. Other investment opportunities include S&P Global, U.S., and Japanese stock portfolios.
Pacific Life Fund Advisors LLC
Pacific Life Fund Advisors LLC is an investment advisory firm based in Newport Beach, California. They manage approximately $56.2 billion in assets and are one of the nation’s largest investment advisory firms. However, they do not act as a registered broker-dealer. The company’s prospectus details the risks and expenses of each of its portfolio optimization funds. Investors should read the prospectus carefully before investing. If you have any questions about the firm’s services, contact your financial advisor.
The company has an expense cap of 2% of assets under management and a contractual expense limit of $1.1 billion through April 30, 2021. The fee structure for fund-of-funds involves direct expenses on each fund and indirect expenses for underlying funds. Investors should remember that Pacific Life, its affiliates, and the Pacific Life Fund Advisors LLC are not licensed to provide tax, accounting, or legal advice. Please seek professional advice before investing or making any changes to your portfolio.
Pacific North of South EM Equity Income Opportunities Fund
The Pacific North of South EM Equity Income Opportunities fund is a new high yielding concentrated fund. The Pacific North of South strategy will invest in 50-60 emerging market firms with a high dividend yield. This is a far cry from the yield that is found in U.S. bond markets. Instead, investors will see a gross forward yield of 8 percent. The fund will invest in companies that will grow at least as fast as inflation.
The Fund’s investment objective is long-term capital appreciation by investing in equity related securities (such as warrants and rights issues). It invests in companies that are listed and traded in recognised markets and earn the majority of their earnings in these countries. For investors who don’t have a lot of capital, this isn’t the best choice, but it does have potential. However, investors should be aware of the risks and rewards of investing in emerging markets.
Pacific Funds Fixed-Income Fund
A combination of investment-grade corporate bonds and money-market instruments makes up the portfolio of Pacific Funds’ Fixed-Income Fund. The fixed-income fund’s subadvisor, Pacific Asset Management, is composed of experienced portfolio managers with a breadth of experience in a number of credit markets. The firm adheres to a disciplined investment process, focusing on fundamentals rather than emotion.
Investing in a Pacific Funds fixed-income fund involves evaluating the fund’s performance over the long term. The company has a reputation for managing the funds in a manner that is transparent and diversified. Its portfolio managers provide regular updates on the funds’ performance. Generally, the fund performs well in a variety of market conditions. However, it may be difficult to predict when a new bull or bear market will reappear.
