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Pacific Funds



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 March 31, 2017, $6.2 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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Meet Our Managers

Our investment managers deliver specialized capabilities that span a wide range of asset classes and strategies.

U.S. Equity
Rothschild Asset Management Inc. (Rothschild) is the subadvisor for Pacific FundsSM U.S. Equity Funds. Rothschild utilizes a time-tested investment approach that has served institutional investors for decades. Rothschild seeks value through a thoughtful, time-tested process that seeks expectational upside while balancing downside risk protection.

 Pacific Asset Management
Pacific Asset Management is the manager for Pacific FundsSM Fixed-Income Funds. The portfolio managers specialize in credit investments, applying their depth of experience to identify opportunities and value in multiple areas of the credit markets. They believe in a disciplined investment process that focuses on credit fundamentals for individual security selection. Funds managed by Pacific Asset Management are designed for income and based on experience.

Multi-Asset and Alternatives
Pacific Life Fund Advisors LLC is the manager for Pacific FundsSM Portfolio Optimization Funds and Pacific FundsSM Diversified Alternatives fund. Pacific Life Fund Advisors relies on three core principles to guide its investment decisions, which include a balanced process, an integrated team, and a diversified approach. Through these principles, it provides one-step diversification solutions for a range of investor needs and objectives.

 


 

Our Funds

 

 


 

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

Pacific Life Fund Advisors (PLFA), a wholly owned subsidiary of Pacific Life Insurance Company, is the investment adviser to the Pacific Funds. PLFA also does business under the name Pacific Asset Management and manages certain funds under that name.

You 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. There is no guarantee that the funds will achieve their investment goals. Asset allocation and diversification do not guarantee future results, ensure a profit, or protect against loss. Corporate credit securities involve risk of default on interest and principal payments or price changes due to changes in credit quality of the borrower. A fund-of-funds does not guarantee gains and may incur losses and/or experience volatility, particularly during periods of broad market declines. Equity securities tend to go up or down in value, sometimes rapidly and unpredictably in response to many factors including a company's historical and prospective earnings, the value of its assets, general economic conditions, interest rates, investor perceptions, and market liquidity.

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

Access Your Pacific Funds Account

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

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