PIMCO Inflation Response Multi-Asset Fund Class I-2 is an open-end mutual fund designed to offer investors protection against inflation by investing across a diverse array of asset classes. The fund primarily seeks to deliver returns that outpace inflation, using a combination of fixed income instruments with varying maturities, equity securities, and both affiliated and unaffiliated investment companies. It also utilizes derivatives such as options, futures, and swap agreements to diversify exposure and manage risk. The portfolio can allocate up to 25% of its assets to equity-related investments, while significant allocations may include government bonds, securitized assets, and commodities exposure through vehicles like commodity funds and futures contracts. This fund carries a high risk and performance rating, reflecting its dynamic approach and asset mix, and is suited to investors seeking professional asset allocation to address inflationary concerns. Its management team is experienced, with portfolio transitions planned to maintain continuity. With a sizeable asset base and substantial turnover, it plays a key role for institutions and high-net-worth investors aiming to mitigate the negative effects of rising prices on purchasing power within a professionally managed, multi-asset strategy.
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