Pacific Funds SM is a family of mutual funds designed for growth, income generation, and diversification. Pacific Life Fund Advisors LLC (PLFA) is the manager for Pacific Funds Portfolio Optimization Funds. PLFA also directly co-manages the PF Multi-Asset Fund with Pacific Asset Management. PFM Multi-Manager Series Trust. Each fund is structured as a fund-of-funds (a mutual fund that invests in other mutual funds) that has been diversified to achieve a specific target-risk level using a strategic mix of multiple asset classes. Pacific Multi-Asset Accumulator - Core Fund USD Institutional Class. RHB Multi Asset Regular Income Fund* 0.5720: RHB PRE-IPO & SPECIAL SITUATION FUND 2* 0.7470: RHB PRE-IPO & SPECIAL SITUATION FUND 3-RM* 0.8549: RHB PRIVATE EQUITY OPPORTUNITY FUND 1* 1.0239: RHB Resources Fund* 0.5760: RHB Retirement Series - Conservative Fund* 0.5501: RHB Retirement Series - Growth Fund* 0.4457: RHB RETIREMENT SERIES - … Seeks current income and moderate growth of capital. As of September 30, 2020, PLFA managed approximately $30.2 billion in total assets. ... term whilst attempting to limit the risk of capital loss in most market conditions by investing primarily in regulated funds. Investors should consider a fund's investment goal, risks, charges, and expenses carefully before investing. (to the Distribution Agreement between Pacific Funds Series Trust. A universe is a large group of similar funds, classified by investment style and structure. STATEMENT OF ADDITIONAL INFORMATION . A short video explaining how Portfolio Optimization Funds help provide the opportunity to expand your business. Investment Goal: The Fund seeks current income and preservation of capital. Third-party trademarks and service marks are the property of their respective owners. Liquid error: internal of all the mutual funds are no load funds. (MFC0641-0920) Our managers seek to deliver consistent results with downside protection strategies to help shareholders meet their long-term financial goals. PF Multi-Fixed Income Fund. Multi-Asset Pacific Life Fund Advisors LLC (PLFA) is the manager for Pacific Funds Portfolio Optimization Funds. Business Insider. STATEMENT OF ADDITIONAL INFORMATION . and Pacific Select Distributors dated January 1, 2020) Fund Name. Pacific Funds Client Resource Guide 3Q 2020 The oldest fund launched was in Liquid error: internal. For any further questions, please contact us. (MFC0684-0920) Some breakdowns may be intentionally limited to a particular asset class or other subset of the fund's entire portfolio, particularly in multi-asset class funds where the attributes of the equity and fixed income portions are different. Seeks high, long-term capital appreciation. ... ADDITIONAL INVESTMENT STRATEGIES OF THE FUNDS In the PF Managed Bond Fund section, the following will be added as the second paragraph: Pacific Funds Portfolio Optimization Conservative, Pacific Funds Portfolio Optimization Moderate-Conservative, Pacific Funds Portfolio Optimization Moderate, Pacific Funds Portfolio Optimization Growth, Pacific Funds Portfolio Optimization Aggressive-Growth, Our Thoughts On The Closing of Two Fed Credit Facilities, Forward-looking Markets and Backward-looking Economies, A Strong Defense Can Be Your Best Offense, COVID-19 Update: The First Order of Business, COVID-19 Update: From Market Order to Disorder in a Single Day, Heat Check: Investors Rethink Market Leadership, Fed Stays the Course Despite “Red October”, Pacific Funds Strategic Income Portfolio Manager Q&A, Staying the Course: Rothschild’s Investment Methodology, Timing is Always Right for Diversification, Delivering Upside Potential for Our Clients, Investors’ Needs First: The Investment Philosophy of Pacific Asset Management, A Unique Approach With Pacific Funds Core Income, Coverdell Education Savings Account (ESA), Pacific Funds Client Resource Guide 3Q 2020, Maximize Your Time Using Portfolio Optimization Funds, Why Diversify? One Step Diversification with Pacific Funds Portfolio Optimization Funds The asset allocation and specialty funds are managed by Pacific Life Fund Advisors LLC (PLFA). Although diversification among asset classes can help reduce volatility over the long term, this assumes that asset classes do not move in tandem and that positive returns in one or more asset classes will help offset negative returns in other asset classes. Fund Overview. Underlying fund managers are evaluated using quantitative screening to narrow the list of potential managers. PLFA applies an investment approach using three fundamental disciplines: asset allocation, manager research, investment risk management. Manager Research These mutual funds—PFM Multi-Manager Domestic Equity Fund, PFM Multi-Manager International Equity Fund, and PFM … Investment Risk Management The investment seeks capital appreciation. Pacific Funds offers five Portfolio Optimization Funds, allowing you to match the appropriate fund to your financial objectives, risk tolerance, and time horizon. It is not a fiduciary and therefore does not give advice or make recommendations regarding insurance or investment products. Commerce Policy | Multi-Asset Pacific Life Fund Advisors LLC is the manager for Pacific Funds SM Portfolio Optimization Funds. It is typically exposed to the same risks as the underlying funds in which it invests in proportion to their allocations. With the news that veteran Schroders fund manager Matthew Dobbs will be retiring next year, Trustnet gauges fund pickers’ reactions to the news. View mutual fund news, mutual fund market and mutual fund interest rates. Email, Pacific Life Fund Advisors Views on the Fed Decision Monthly holdings are generally posted approximately three to five business days following month-end, except for AllianceBernstein and Principal managed portfolios which are prior month's holdings. Fund Overview. Pacific Funds refers to Pacific Funds Series Trust. Under normal circumstances, the fund buys and sells total return swap agreements to gain exposure to the U.S. and developed foreign equity markets, including growth and value styles, that may be denominated in foreign currencies. Using the asset class model as a framework, the specific percentage that will be invested into each underlying fund is determined according to the fund’s target-risk objectives. Share Class(es) Pacific FundsSM Portfolio Optimization ... PF Multi-Asset Fund. Not guarantee future results, ensure a profit, or protect against loss research. + Add to watchlist, Maximize your Time with Portfolio Optimization Funds January. 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