InvestSMART

PIMCO Tactical Opportunities - Managed Fund

Fund Strategy
The PIMCO Tactical Opportunities Fund is a directional global credit strategy seeking to capitalize on the ongoing dislocations across credit markets, particularly in structured credit, due to global deleveraging, reregulation and bifurcated policy responses among global central banks. While it is expected that the Fund will initially focus on assets with exposure to PIMCO's views on the U.S. housing market (and, in particular, a potential U.S. housing recovery), the flexibility of the Fund's investment strategy is expected to provide investors

Fund Performance Comparison

Relative Fund Performance vs {{ fund.benchmark.peers.peerCount }} peers using {{ fund.benchmark.name }} as their benchmark.

{{ fund.name }}
Peers
Benchmark ({{ fund.benchmark.name }})
{{ fund.model.name }}
The performance of the peers is calculated as the total of the performance for each time period for all the funds in the peer group, divided by the number of funds in the peer group.
grow your money
Grow your money, not your fees
It's fees rather than returns that make the biggest difference to your investment's compounding returns.
Free Fees Report
investing
Investing made simple
Our professionally-tailored investment portfolios consistently beat most of our peers.
Free investor guide
Grow your money, not your fees
It's fees rather than returns that make the biggest difference to your investment's compounding returns. Free Fees Report
Investing made simple
Our professionally-tailored investment portfolios consistently beat most of our peers. Free investor guide

Fees Comparison

{{ fund.mer | number:2 }}
% p.a.
{{ fund.name }}
{{ modelPortfolio.mer * 100 | number:2 }}
% p.a.
{{ modelPortfolio.name }}
{{ fund.benchmark.peers.mer * 100 | number:2 }}
% p.a.
Average of peers ({{ fund.benchmark.peers.peerCount }})
NOTE: Fee data has been provided by Morningstar, it may not include all costs being charged on your investment such as platform and adviser fees. You should check your fund manager or adviser statements to find out the exact fees you are being charged. Peers are funds that use the same benchmark in the Morningstar database.
Upsell Banner

Fund performance

  1M 3M 6M 1Y p.a. 2Y p.a. 3Y p.a. 5Y p.a. 10Y p.a.
Total return -1.48% 4% 2.57% 7.18% 9.97% -% -% -%
Growth return -1.48% 2.88% 0.25% 2.32% 5.42% -% -% -%
Income return 0% 1.12% 2.32% 4.86% 4.55% -% -% -%
Market index (RBA Bank accepted Bills 90 Days)
Total return 0.29% 0.9% 1.85% 4.02% 4.2% 4.02% 2.58% 2.07%
As at 31 Aug 2025. Returns for periods greater than 1 year are annualised. All figures are percentages.

Asset Allocation

No asset allocation data available.
Average Allocation of Peers
Alternatives
20.74%
Australian Equities
3.91%
International Equities
6.74%
Cash
46.38%
Property & Infrastructure
1.87%
Fixed Interest
20.36%

General Information

Fund Details
Type Description
PIMCO Tactical Opportunities
PIC0794AU
Miscellaneous
Not Rated
Investment Fund
31 Mar 2023
$68.77 million (as at 31 Aug 2025)
$1.1509 (as at 31 Aug 2025)
$1.1509 (as at 31 Aug 2025)
Open
Offer information
Type Description
MER 1.30% (as at 1 Apr 2024)

FAQs about the PIMCO Tactical Opportunities

The objective of the PIMCO Tactical Opportunities managed fund is

The strategy of the PIMCO Tactical Opportunities managed fund is The PIMCO Tactical Opportunities Fund is a directional global credit strategy seeking to capitalize on the ongoing dislocations across credit markets, particularly in structured credit, due to global deleveraging, reregulation and bifurcated policy responses among global central banks. While it is expected that the Fund will initially focus on assets with exposure to PIMCO's views on the U.S. housing market (and, in particular, a potential U.S. housing recovery), the flexibility of the Fund's investment strategy is expected to provide investors

The APIR code of the PIMCO Tactical Opportunities managed fund is PIC0794AU.

PIMCO Tactical Opportunities’s total return last month was -1.48%. This was made up of a growth return of -1.48% and an income return of 0%. These returns were calculated as at 31 Aug 2025.

PIMCO Tactical Opportunities’s total return for the last three months was 4%. This was made up of a growth return of 2.88% and an income return of 1.12%%. These returns were calculated as at 31 Aug 2025.

PIMCO Tactical Opportunities’s one-year total return is 7.18%. This was made up of a growth return of 2.32% and an income return of 4.86%. These returns were calculated as at 31 Aug 2025.

PIMCO Tactical Opportunities’s one-year total return is -%. This was made up of a growth return of -% and an income return of -%. These returns were calculated as at 31 Aug 2025.

The asset allocation of the PIMCO Tactical Opportunities managed fund is :

Alternatives
100%
Australian Equities
0%
International Equities
0%
Cash
0%
Property & Infrastructure
0%
Fixed Interest
0%

The PIMCO Tactical Opportunities managed fund belongs to the Miscellaneous sector/asset class.

As at 31 Aug 2025, the size of the PIMCO Tactical Opportunities managed fund was $68.77 million.

The PIMCO Tactical Opportunities managed fund has an inception date of 31 Mar 2023.

The current entry price of the PIMCO Tactical Opportunities managed fund is $1.1509 per unit and the current exit price is $1.1509 per unit (as at 31 Aug 2025).

The current exit price of the PIMCO Tactical Opportunities managed fund is $1.1509 per unit and the current entry price is $1.1509 per unit (as at 31 Aug 2025).

The minimum initial investment amount for the PIMCO Tactical Opportunities managed fund is $.

Fund data sourced from Morningstar. Some material is copyright and published under licence from ASX Operations Pty Limited ACN 004 523 782 ("ASXO"). Data and content is provided for personal use only. Whilst every care has been taken in producing these numbers, neither Morningstar nor InvestSMART can make any guarantees around the complete accuracy of these figures. Should you decide to change investments, please read all relevant disclosure documents including the Product Disclosure Statements and if required, you may consider speaking to a financial professional for further guidance. A tax event may be realised as a result of switching investments. Past performance is not a reliable indicator of future performance.