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.
Our managers implement strategies using highly selective, active, and process-oriented approaches that have stood the test of time.
Each manager is efficiently structured to be nimble when implementing investment decisions, while being supported by the resources of a large financial institution.
The managers have extensive institutional experience in their respective asset classes and in navigating varying financial environments.
Pacific Asset Management LLC is the subadvisor for Pacific Funds 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.
Rothschild & Co Asset Management US Inc. (Rothschild & Co) is the subadvisor for Pacific Funds U.S. Equity Funds. Rothschild & Co utilizes a time-tested investment approach that has served institutional investors for decades. Rothschild & Co seeks value through a thoughtful, time-tested process that seeks expectational upside while balancing downside risk protection.
Pacific Life Fund Advisors LLC (PLFA) is the manager for Pacific Funds Portfolio Optimization Funds. 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.
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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.
All investing involves risk, including the possible loss of the principal amount invested.
Pacific Life Insurance Company is the administrator for Pacific Funds. Pacific Life Insurance Company is not affiliated with Rothschild & Co Asset Management US Inc.
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.
Pacific Life is a product provider. It is not a fiduciary and therefore does not give advice or make recommendations regarding insurance or investment products.
No bank guarantee. May lose value. Not FDIC insured.
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MFC1104-0618H