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Pacific Life



About Pacific Funds

Learn More About Pacific Funds

Pacific FundsSM is a family of mutual funds designed for growth, income generation, and diversification. Our managers seek to deliver consistent results with downside protection strategies to help shareholders meet their long-term financial goals. We provide value to our clients through high-quality service standards, thought leadership, and product innovation.

 

We serve individuals, small businesses, retirement plans, institutional investors, financial advisors, and registered investment advisors.

 


 

Our Structure

We are a multi-manager investment company consisting of managers who are:

SELECTIVE Our managers implement strategies using highly selective, active, and process-oriented approaches that have stood the test of time.

NIMBLE Each manager is efficiently structured to be nimble when implementing investment decisions, while being supported by the resources of a large financial institution.

EXPERIENCED The managers have extensive institutional experience in their respective asset classes and in navigating varying financial environments.

 


 

Quick Facts

  • A globally diversified investment company founded in 2001.
  • As of September 30, 2016, $6 billion in assets under management.
  • Investment managers with expertise covering Fixed Income, U.S. Equity, Multi-Asset, and Alternative asset classes.
  • Retail distribution capabilities with financial institutions, brokerage firms, and independent advisors.
  • The infrastructure and support of a large financial institution with more than 145 years of experience.
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Our Portfolio Managers

Pacific Funds works with knowledgeable and experienced money managers that are experts in their field.

Rothschild Asset Management Inc.
Headquartered in New York, Rothschild Asset Management Inc., and its affiliates, manage investments covering a range of alternative investments, multi-strategy fund of hedge funds, and U.S. securities including large-cap, small/mid-cap, small-cap, and growth and value strategies. The firm believes in investing with a goal of consistency and risk control. Every step in its process is a means toward achieving that goal. Its asset management business provides investment management and advisory services to institutional clients, financial intermediaries, and private clients around the world.

Pacific Asset Management
The fixed-income funds are managed by Pacific Asset Management. Pacific Asset Management is a division of Pacific Life Fund Advisors LLC.  Founded in 2007, they specialize in credit-oriented fixed-income strategies. As of December 31, 2015. Pacific Asset Management managed approximately $5.50 billion.

Pacific Life Fund Advisors LLC
The asset allocation and specialty funds are managed by Pacific Life Fund Advisors (PLFA). Established in 2007, Pacific Life Fund Advisors provides multi-asset and balanced allocation solutions through its asset allocation, manager research, and investment risk-management functionalities. PLFA is an SEC-registered investment adviser and a wholly owned subsidiary of Pacific Life Insurance Company (Pacific Life). As of December 31, 2015, PLFA managed approximately $38 billion in total assets.

 


 

Our Funds

 


 

Rothschild Asset Management Inc. is unaffiliated with Pacific Life Insurance Company.

Investors should consider a fund’s investment goal, risks, charges and expenses carefully before investing. The prospectus and/or the applicable summary prospectus contain this and other information about the fund and are available from your financial advisor. The prospectus and/or summary prospectus should be read carefully before investing.

As with any mutual fund, the value of the Fund’s holdings will fluctuate so that shares, when redeemed, may be worth more or less than their original cost.

Pacific Funds is a product provider. It is not a fiduciary and therefore does not give advice or make recommendations regarding insurance or investment products. Only an advisor who is also a fiduciary is required to advise if the product purchase and any subsequent action taken with regard to the product are in their client's best interest.

Check the background of your financial professional on FINRA's BrokerCheck.

Mutual funds are offered by Pacific Funds. Pacific Funds are distributed by Pacific Select Distributors, LLC (member FINRA & SIPC), a subsidiary of Pacific Life Insurance Company (Newport Beach, CA), and are available through licensed third-party broker/dealers. Pacific Funds refers to Pacific Funds Series Trust.

No bank guarantee • Not a deposit • Not FDIC/NCUA insured • May lose value • Not insured by any federal government agency

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Please visit PacificFunds.com for account access or for more information about Pacific Funds.

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